Harness this unique and time-limited tax benefit.
For a limited time, opportunity zone investments can help you defer and reduce capital gains you made on other investments.
You may be able to move some of your gains from higher-risk stock market investments into more tax-efficient, income-oriented real estate. This reallocation can help you weather stock market volatility while better diversifying your assets.
This short guide outlines the potential benefits and gets you up to speed on:
- How Opportunity Zones Work
- Diversifying into Other States in Addition to California
- Limitations and Critical Time Points
- Potential Risks
- Choosing the Right Partner
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