Defer + reduce + eliminate capital gains by rolling into a QOF invested in designated Opportunity Zones.
IRC §1400Z-2: within 180 days of any capital gain, roll into a Qualified Opportunity Fund. Benefits: (1) defer original gain until 12/31/2026, (2) after 10-year hold, ALL appreciation on the QOF investment is 100% tax-free. Works for stock gains, RE gains, crypto gains, business sales. QOF must invest 90% in QOZ property (real estate substantially improved within 30 months, or QOZ businesses). New OZ 2.0 legislation being pushed for post-2026 extension.
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Front-load depreciation on real estate to slash current-year taxes.
Turn W-2 income into tax-free passive rental losses.
Defer capital gains indefinitely by rolling into bigger real estate.
Defer + eliminate capital gains via OZ funds.
Rent your home to your business up to 14 days/year — tax-free.
Deduct 20% of pass-through business income.
Slash self-employment tax on profits above ~$50K.
Expense equipment, vehicles, and property in year one.