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Updated over 1 year ago on .
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Leveraging Opportunity Zones for Tax-Advantaged Investments
Investing in Opportunity Zones can offer significant tax advantages, including deferred and reduced capital gains tax and tax-free appreciation on long-term investments.
Key Points:
- Tax Deferral: Capital gains reinvested in Opportunity Zone Funds can be deferred until the earlier of the investment's sale or December 31, 2026.
- Step-up in Basis: Holding the investment for at least 5 or 7 years allows for a 10% or 15% step-up in basis respectively, reducing the taxable gain.
- Tax-Free Growth: If the investment in the Opportunity Zone Fund is held for at least 10 years, any appreciation is tax-free when sold.
- Bette Hochberger
- [email protected]
- 954-639-4060

Bette Hochberger, CPA, CGMA
19 Reviews
4.8 stars