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Few rush to invest in opportunity zones

April 11, 2019

Few rush to invest in opportunity zones

April 10, 2019 | Bloomberg News

Investors eyeing President Donald Trump’s Opportunity Zones face a ticking clock if they want to fully capture one of the biggest tax breaks in decades.

But few so far seem ready to make the leap.

Tucked into the 2017 tax overhaul, Opportunity Zones let investors reduce and postpone taxes on profits from stocks, businesses and investment partnerships provided the money is reinvested in one of more than 8,700 low-income communities across America. Investors can also avoid tax on future profits from those investments, on which they must make “substantial improvements.”

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.