EP 133: Capital Gains & Qualified Opportunity Zones

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - November 29, 2021 14:16 - 11 minutes - 9.78 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 132: IRS & Potential Tax Increases

Next Episode: EP 134: Talking Real Estate with Jeff Packer of The Packer Group

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with takeaways!

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.