Tax Planning With Opportunity Zones, With John Berlet (Episode 257)

The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his business, and why he believes OZs should be used by more investors and advisors for tax planning and retirement planning. Show notes: https://opportunitydb.com/2023/04/john-berlet-257/