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Updated over 1 year ago on . Most recent reply presented by

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57
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43
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Bette Hochberger
  • Accountant
  • 33301
43
Votes |
57
Posts

Leveraging Opportunity Zones for Tax-Advantaged Investments

Bette Hochberger
  • Accountant
  • 33301
Posted

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:

  1. Tax Deferral: Capital gains reinvested in Opportunity Zone Funds can be deferred until the earlier of the investment's sale or December 31, 2026.
  2. 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.
  3. 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.
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Bette Hochberger, CPA, CGMA
4.8 stars
19 Reviews

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