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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. […]

4 Tax Strategies You Can Implement at the End of the Year That Could Save You Money

As you look into tax-saving options for your investments, you should have your financial advisor work with your tax advisor so they can give you more personalized advice about your financial goals. But there are some things you can do at the end of the year that could save you money on your taxes. Here […]