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The Hidden Benefits of Investing in Opportunity Zones

Investing in Opportunity Zones has many advantages from tax perspective.  I’ve listed three of the most common below: When you roll over capital gains into a Qualified Opportunity Fund within 180 days, you can defer their recognition until December 31, 2026. For most taxpayers, the tax on the gains would be due in April 2027. […]

5 Truths About Your Finances No Matter Who Wins the 2020 Election

We have an election around the corner. And so far, we have seen a great deal of uncertainty. We have also seen increased volatility in the market. Some people worry about their finances during an election year, but there are some things that remain true even during these uncertain times. Here are five truths about your finances no matter who wins the 2020 election.