Opportunity Zone Investing Explained: How to Turn Capital Gains into Tax-Free Growth

Sold a business, property, or stock with a big gain?

Before you write that tax check, there may be a smarter move that turns your tax bill into an investment opportunity.

Opportunity zone investing lets you reinvest capital gains into projects that revitalize communities, while potentially deferring, or even reducing the taxes you owe.

✅ Defer taxes on appreciated assets
✅ Reinvest in real estate or business development
✅ Align your wealth strategy with meaningful impact

Being long-term and often less liquid, opportunity zone funds are not a fit for everyone. But for investors with substantial gains, they can be a powerful way to let your money keep working for you and the community.

Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.

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