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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