Advantages of Opportunity Zones and 1031s

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Looking for ways to offset your long-term capital gains? We can help!

Have you considered the Qualified Opportunity Zone Program?

The Qualified Opportunity Zone Program was created by the Tax Cuts and Jobs Act of 2017 as a tax-incentive program designed to encourage long-term private sector investments.

Investors, which can be individuals and certain entities, may receive a combination of potential tax benefits when short and/or long-term capital gains are invested in Qualified Opportunity Funds and held for the required timeframe.

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Meet The Facilitators From Branch Wealth Strategies

Jack Branch has been a financial advisor in Louisiana since 2001 helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client.

Jack has been recognized nationally and locally as a top advisor to professionals, CPA's, business owners, and entrepreneurs seeking a holistic plan not just a boiler plate one size fits all plan.

The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”

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The potential tax benefits of investing in a QOF apply to federal income taxes. Tax benefits fall into three categories: Deferral, Reduction, and Elimination.

In order to receive tax benefits through the QOZ Program, investors must recognize capital gains from the sale of an asset and, generally, invest those gains into a QOF within 180 days of selling the asset. However, there is flexibility in the timing for certain capital gains.

Due to the complexities of the QOZ Program, individuals considering an investment in a QOF should consult a qualified professional for financial, tax, and legal advice.

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