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1031 Exchange Options

A 1031 exchange is a tax-deferred exchange of one investment property for another. In a 1031 exchange, the investor can defer paying taxes on the gains from the sale of the property by using the proceeds to purchase a similar property within a certain timeframe. This tax-deferred exchange is governed by section 1031 of the Internal Revenue Code (IRC).

DST 1031 Exchange Tax Planning Opportunity Zones QOZ By on Apr 03, 2023

Investor Interest in Opportunity Zones Accelerates

Opportunity Zone investing appears to be finally hitting its stride among taxpayers seeking to defer capital gains taxes on a wide array of assets. Some might argue the estimated $75 billion1 invested in Qualified Opportunity Zone Funds (QOFs) as of August 2019 falls short of the optimistic estimates when the Opportunity Zone Program rolled out as part of the 2017 Tax Cuts and Jobs Act. While the coronavirus pandemic in 2020 may have suppressed investor interest, the program now appears to be ga...

Financial Planning Financial Advisor Qualified Opportunity Zones Opportunity Zones QOZ By on Apr 14, 2021