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Tax

Qualified Opportunity Zones

Defer + eliminate capital gains via OZ funds.

Overview

Invest capital gains into a Qualified Opportunity Fund within 180 days: defer gain to 2026, and after 10 years, ALL appreciation in the QOF is tax-free.

Best fit
Recent liquidity eventsStock salesBusiness exits
Estimated impact
Full elimination of QOF gains after 10 yrs

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