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Defer Capital Gains Tax on ANY Investment/Business/Real Estate Sale
I saw that you recently opened my last email on the subject of the new Opportunity Zones as an investment strategy for deferring the Capital Gains Tax on the sale of ANY asset, and I wanted to provide you with a bit more color on the subject.
As you may recall, Oportunity Zone Funds were created by The Tax Cut & Jobs Act of 2017 that President Trump signed into law created under Section 1400Z.
The newly created Internal Revenue Code (IRC) Section 1400Z allows any investor to defer Capital Gains Tax on the sale of any appreciated asset until December 31, 2026.
An Introduction into Opportunity Zones-
In a nutshell the Act allows for a taxpayer to sell any property or highly appreciated asset, like the sale of stocks, bonds, mutual funds, investment or residential real estate, or a business and invest any portion of that capital gain into a Qualified Opportunity Fund (only an amount equal to the capital gain gets reinvested into the Opportunity Fund freeing up the balance of the sale proceeds). And by doing such, the taxpayer postpones the federal taxes on their original capital gain until the end of 2026.
AND they can also reduce the taxable portion of the original capital gains by as much as 15 percent, after seven years.
And further, investors can eliminate taxes on all capital gains on the eventual sale of the Opportunity Fund itself, if they hold that investment for 10 years.
Remember: Only the Capital Gain portion needs to be reinvested in the Opportunity Fund. The balance of the sale proceeds are not taxed and the investor can do whatever he/she pleases with those proceeds.
We're representing a number of Opportunity Zone Funds offering both single assets along with a portfolio approach including asset classes of hospitality, multi-family, retail as well as mixed use. Call me to check on availability.
PS- Contact me directly for answers to Opportunity Fund Questions & to check on availability of Opprtunity Zone Investments.
Since 1999, I've specialized in the 1031 Real Estate Exchange Market utilizing both Single Tenant Triple Net Lease (NNN) & Delaware Statutory Trusts (DSTs) as qualifying Replacement Properties. Our reach on the NNN side is nationwide, primarily Single Tenant Retail with strong credit tenants with long term leases. We are currently reviewing some 48 different DST offerings representing all real estate classes & levered as well as all cash offerings.
Click Here for 1031 Rules, Regulations and Timelines
Looking forward to assisting you with your 1031 Exchange needs,
Senior Investment Consultant
Emerson Equity LLC
9699 Bay Harbor Circle Suite 203
Fort Myers, FL 33919
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