White Paper

Strategic Tax Planning

About the report:

The year 2025 presents a critical and time-limited window to secure the most substantial tax benefits of the original Opportunity Zone (OZ) program. Learn why delaying your investment until 2026 or later could mean missing the chance to secure immediate tax deferral on 2025 capital gains and, more importantly, the potential for a 100% tax exclusion on future investment appreciation.

Access the white paper to understand the strict 180-day investment rule, the significance of the December 31, 2026 tax due date for deferred gains, and the necessary steps to position your capital to maximize tax-deferred compounding under the current statute. Discover the strategic checklist for RIAs, Financial Advisors, and individual investors to evaluate and potentially capitalize on these unique deadlines. Don't let this limited-time opportunity pass— act now to secure your path to potential long-term, tax-free growth.

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The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2025 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2025 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.