Investment property owners using a 1031 exchange to sell property and defer capital gains tax and depreciation recapture are well aware of the 180-day replacement property timeline. Unfortunately, it’[...] Read More

If business succession planning is not a service you currently provide to your clients, you might reconsider. The latest statistics show there are approximately 32.5 million small businesses in the U.[...] Read More

Have Clients with Crypto Gains? Help them defer their capital gains and access impact investing Read More

When the Opportunity Zone (OZ) investment program was launched as part of the 2017 Tax Cuts and Jobs Act, many had high hopes this tax-advantaged piece of legislation would draw widespread investor in[...] Read More

Since the creation of the Qualified Opportunity Zone (QOZ) program in 2017 as part the Tax Cuts and Jobs Acts, with a focus on low-income communities and census tracts across the country, these invest[...] Read More

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions Ever since the Tax Cuts and Jobs Act was signed into law on December 22, 2017 and investing in opportunity zones[...] Read More

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions When Opportunity Zones were created under the 2017 Tax Cuts and Jobs Act and signed into law by the President, u[...] Read More

Since its formation under the 2017 Tax Cuts and Jobs Act, the Qualified Opportunity Zone (QOZ) program has created a lot of buzz in the investment industry, especially with the significant tax advanta[...] Read More

Qualified Opportunity Zones (QOZs) were defined under the 2017 Tax Cuts and Jobs Act and are intended to help revitalize economically distressed communities using private investments rather than taxpa[...] Read More