Tag Archive: "Opportunity Zones"
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Intersection of Current Tax Legislation and Opportunity Zones?
Opportunity zone legislation has been proposed several times over the past two years, but the current political uncertainty makes its future uncertain.
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Our Top 10 Blog Posts of 2023
The end of the year is a great time to reflect on the year that was and to express gratitude for those that made an impact on our lives. On behalf of my colleagues and fellow bloggers, Courtney DeVane, Brian Duren and Jeremy Siebert, we sincerely thank you for your loyal readership and engagement. In […]
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Planning for Deferred Tax Liabilities on Opportunity Zone Investments
Opportunity zone investors are schedule to recognize significant tax liabilities on deferred gains invested into qualified opportunity funds. Determining strategies to manage or minimize these taxes is a critical action in the OZ toolkit.
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New Life for Opportunity Zone Legislation?
New legislation was introduced that would extend the opportunity zone program to 2028, and make other modifications to the program.
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Disaster Relief for Opportunity Zone Taxpayers in the Southeast
New disaster area declarations provide relief to some opportunity zone taxpayers at a crucial time.
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New Opportunity Zone Legislation Introduced
Congress introduces new OZ legislation to expand the program to rural census tracts and increase transparency through added informational reporting.
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Qualified Opportunity Zone Reminders
Opportunity zone stakeholders have several considerations to make regarding new investments and existing projects.
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Opportunity Zones: Beware of the Debt Financed Distribution Trap
OZ fund managers should consider possible tax implications of debt financed distributions made to their QOF investors within two years.
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Opportunity Zones: 2022 Year in Review
We take time to reflect on the major occurrences in 2022 affecting Opportunity Zones and look ahead to what is in store for 2023.
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Tax Planning Strategies for 2022 and Beyond
Happy holidays, everyone! The following are just a few year-end strategies that could yield significant tax benefits for 2022 and beyond. Roth IRA conversions Many retirement account values decrease in 2022, presenting an opportunity for taxpayers to consider converting their traditional IRA to a Roth IRA. When a traditional IRA is converted to a Roth […]