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.