Article on Feb 27, 2025 Turning Your 2024 Capital Gains into Tax-Advantaged Opportunities Investors with significant 2024 capital gains can defer taxes until 2026 by investing in Qualified Opportunity Zones (QOZs) within 180 days of realizing gains. Beyond tax deferral, investments held for 10+ years may qualify for tax-free appreciation upon sale. Using the example of a $1M gain, investors could defer $238,000 in taxes while supporting community development through affordable housing, business spaces, and local job creation. QOZs offer both tax advantages and social impact opportunities.
Article on Feb 26, 2025 Five Strategies to Defer Capital Gains in Real Estate Investing Real estate investors can defer capital gains taxes using five strategic approaches: selling in low-income years to benefit from reduced tax rates, using installment sales to spread gains over multiple tax years, contributing to donor-advised funds for immediate tax deductions, employing 1031 exchanges to defer taxes by reinvesting in similar properties, and investing in qualified opportunity zones for both tax deferral and potential tax-free appreciation. These strategies require careful planning and professional guidance from a team of experts to maximize benefits while navigating complex tax regulations.
Article on Jan 29, 2025 What Is Capital Gains Tax Deferral? Discover how capital gains tax deferral can transform your real estate investment strategy. The article explores how investors can postpone tax payments on property profits through strategic reinvestment, potentially keeping more money working in their portfolio. Using real-world examples, it breaks down the difference between short-term and long-term capital gains, illustrating how holding periods can significantly impact tax obligations. A savvy investor can build wealth while minimizing their immediate tax burden with powerful deferral tools such as 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones (QOZs).
