If you have experienced trouble with having a large tax liability, highly appreciated assets, or significant capital gain exposure on investments, a Qualified Opportunity Zone could be the solution you are looking for.
This investment, created through the Tax Cuts and Jobs Act of 2017, could be the answer to deferring your capital gains. Qualified Opportunity Zone investments have the potential to help you defer payments of capital gains taxes for 5-7 years (until 2026) and reduce federal and state tax liability by up to 10-15%. You could experience tax-free growth on the QOZ investment, if held for 10 years, while enhancing geographic, management, and property- type diversification.
To learn more about Qualified Opportunity Zone investments, call AOG Wealth Management to speak with one of our experienced advisors, fill out the complimentary consultation box on this page, or email for more information!
Investment advisory services offered through AOG Wealth Management, Inc. Securities offered through TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112 Irving, TX 75063-6043. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.
AOG Wealth Management does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.
Alternative Investment Funds represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes. Alternative Investment Fund offering documents are not reviewed or approved by federal or state regulators. Some Alternative Investment Funds may have little or no operating history or performance and may use hypothetical or pro forma performance which may not reflect actual trading done by the manager or advisor and should be reviewed carefully. Investors should not place undue reliance on hypothetical or pro forma performance.
AOG Wealth Management can not guarantee the income projections outlined in the above tax analysis and any references to growth from gains or assumed income are purely hypothetical in nature and do not reflect guaranteed results. There are a number of uncertainties related to Opportunity Zones and Opportunity Funds that have not yet been determined and are subject to change based on pending guidance that is expected to be issued by the US Department of the Treasury regarding the Tax Cuts and the Jobs Act of 2017 including the types of capital gains that can be rolled into an Opportunity Fund, how much times they will have to deploy capital and the tax treatment of pass-through partnerships. Our analysis is based on various aspects of the Opportunity Zone Program including positions that we believe to be reasonable given the statute as currently written and prior Treasury and IRS precedent. As a result, there are no guarantees that the analysis presented is correct until such guidance and regulation is provided on Opportunity Zone programs Therefore, each investor should consult with their own personal tax advisor prior to making any investment in an Opportunity Zone Program or Opportunity Fund. AOG Wealth Management, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.