Tax Mitigation
Qualified Opportunity Zones
Defer and potentially reduce gains by reinvesting in QOZ funds.
Reinvesting capital gains into a Qualified Opportunity Fund can defer tax on the original gain and eliminate tax on new appreciation if held long enough.
How it works
By rolling eligible capital gains into a Qualified Opportunity Fund within 180 days, you defer tax on that gain; hold the investment for 10+ years and the new appreciation can be excluded from tax.
Benefits & considerations
Potential benefits
- Defer tax on reinvested capital gains
- Tax-free growth on the new investment after 10 years
- Supports investment in designated communities
- Works with gains from stocks, real estate, or a business sale
Considerations
- Long holding period (10 years) for full benefit
- Investments carry market and project risk
- Must invest through a Qualified Opportunity Fund
Who it is for
Investors with recognized capital gains who can commit capital for the long term.
Explore Qualified Opportunity Zones for your situation
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