Insights

More Posts

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. […]

How to Take Advantage of Market Volatility Due to the Coronavirus

Because of the spread of COVID-19, many parts of the country have had to shut down (which brought the economy to a grinding halt). The recent crisis has left many businesses and investors in a precarious situation, as the stock market plunged in a matter of weeks. You might be wondering how you can continue to make money during this crisis, but you can come out ahead over the long term if you get more strategic about your investing.