Year End Tax Savings - Capital Gain Shelter, Four Year Tax Deferral And Tax-Free Appreciation

OZ Funds allow taxpayers to defer federal long and short-term capital gains until April 2027.  In addition all appreciation accruing over a 10 year or more holding period escapes federal taxation.  Depreciation is also not recaptured for long-term holders.

MITmodular has an OZ Fund with commercial real estate and unique manufacturing operations that not only allows the deferral and tax exemption, but also generates bonus depreciation, tax credits and government grants.

MITmodular is an ESG company which designs and manufactures innovative and energy-efficient modular housing primarily out of re-purposed  shipping containers.  Their market includes: Accessory Dwelling Units (ADU’s), homeless housing, workforce housing, affordable housing, upgraded housing for mobile home parks, emergency housing as well as special event and retail uses.

Read More

Opportunity Zone Tax Benefits

Facts About Opportunity Zones

The Tax Cuts and Jobs Act included changes for businesses and individuals. One of these is the creation of the Opportunity Zones tax incentive, an economic development tool that allows people to invest in distressed areas. This incentive’s purpose is to spur economic development and job creation in distressed communities by providing tax benefits to investors. Low income communities and certain contiguous communities qualify as Opportunity Zones if a state, the District of Columbia or a U.S. territory nominated them for that designation and the U.S. Treasury certified that nomination. Following the nomination process, 8,764 communities in all 50 states, the District of Columbia and five U.S. territories were certified as Qualified Opportunity Zones (QOZs). Congress later designated each low-income community in Puerto Rico as a QOZ effective Dec. 22, 2017. The list of each QOZ can be found in IRS Notices 2018-48 and 2019-42. There’s also a visual map of the census tracts designated as QOZs.

Benefits Of Investing In Opportunity Zones

Read More

Opportunity Zones _Free Presentation

You are invited to attend a free and valuable webinar presentation by national expert Blake Christian on Opportunity Zones this Thursday, July 28th, 2022 at 10:00AM EST/7:00AM PST. Tax Advisors will find this presentation very valuable in helping their clients make informed tax reduction strategies.

Register Here:


If you do not have time to attend, you can learn more at this link on on Tax Exempt Opportunity Zones.

The history behind Opportunity Zones genesis is very interesting. Opportunity zones were proposed by Senators Tim Scott, Cory Booker, and Representatives Ron Kind, Pat Tiberi and supported by Sean Parker’s Economic Innovation Group. Opportunity Zones created an opportunity where States may designate up to 25% of low-income census tracts as Opportunity Zones.

Read More