Proactive Solutions To Address Your Taxable Event

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.