Six Effective Ways to Defer or Reduce Capital Gains Tax

Six Effective Ways to Defer or Reduce Capital Gains Tax

Learn six effective strategies to defer or reduce capital gains taxes, from 1031 exchanges to tax-loss harvesting, and optimize your investment growth potential.

May 03, 2025 4 min read
Five Criteria for Investors to Evaluate a QOZ Fund

Five Criteria for Investors to Evaluate a QOZ Fund

Qualified Opportunity Zones (QOZ) were first introduced in 2017 by the Tax Cuts & Jobs Act. This allowed investors the ability to invest their realized capital gains from prior investments into economically distressed areas.

Aug 21, 2024 5 min read