Reduce Capital Gains Tax &

Keep More of What Is Yours. 

With Expert Strategies and over 30 Years of Experience using Tax-Advantaged Solutions.

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Claim Your Free Tax-Saving Consultation

Don't Overpay Another Dollar in Taxes. Maximize Your Wealth with Tax-Advantaged Investment Solutions.

30-Minute Expert Session • Zero Cost • Actionable Strategy

Tax Mitigation Strategies for You

End-to-End Investment Support

Our team of Tax Mitigation Experts meet you where you're at. Based on your specific financial gains, risk tolerance, and time horizons, we will provide you a strategic plan with real investment opportunities -- and we will help you execute it.

Real Estate Investors

Real estate investors are always on the lookout for opportunities to maximize their returns while minimizing their risks. After selling real estate, the capital gains taxes can be significant, but there are strategies available to help you minimize this burden.  

Stock and Share Holders

If you've sold your stocks, capital gains taxes can cut into your profits. We offer tailored tax strategies for stock market investors to defer or eliminate capital gains taxes. Protect your wealth and maximize future growth with our expert consultation. Don’t let taxes shrink your gains—let us help you keep more of what you've earned.

Selling Your Business

You've invested your time, effort, and expertise into building your business. If you have sold or are considering selling, our tailored strategies are designed to help you defer and reduce taxes, allowing you to retain more of your well-earned profits.

Crypto Traders

Sold your crypto for a profit? The IRS will be looking for their share in capital gains taxes, which can significantly reduce your earnings. Our crypto-focused tax strategies help you legally minimize or defer capital gains taxes, so you can reinvest more of your profits. Take control of your financial future and keep your hard-earned crypto working for you.

High Net Worth Individuals

When you've built significant wealth, large capital gains taxes  and large income tax can quickly erode your financial achievements. Our personalized approach can address both, helping you preserve more of your wealth and secure your legacy. Protect your assets and maximize long-term growth with expert guidance.

30+ YEARS OF TAX MITIGATION EXPERIENCE

Investors, advisors, and funds trust OZ FundHub.
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Robert Boggess, Chief Investment Strategist

LEVERAGE OUR EXPERIENCE WITH YOUR INVESTMENTS

When exploring a new investment, it’s important not to go it alone. Navigating the investment landscape can be overwhelming, with various types of investments, each carrying its own complexities, especially when it comes to compliance and tax benefits.

That's why investors, advisors, and funds turn to OZ FundHub. With 30 years of tax mitigation experience, our experts make data-driven decisions, and our advisors have a suitability duty, ensuring they work in your best interest to help you achieve the highest possible risk-adjusted return on your investment.

 

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MULTIPLE INVESTMENTS AT YOUR FINGERTIPS

At OZ FundHub, we go beyond a one-size-fits-all investment approach.

We create a personalized investment plan specifically tailored to your needs. Your customized tax mitigation strategy may include Qualified Opportunity Zone Funds, 1031 Exchanges, Motor Fuels Bonus Depreciation, and alternative investments, depending on the asset you're selling, the size of the gain, and your long-term objectives.

 

Transform Your Tax Exposure into Wealth-Building Opportunities

 

A Critical Truth About Building Wealth

In today's market, there are two types of investments: those that create tax-problems and those that solve tax-problems.
Understanding the distinction is crucial for successful investors like you—it's not just smart—it's crucial for preserving and multiplying your wealth.


Our Tax Mitigation team, with their expertise, is adept at deploying problem-solving tax-advantaged investments. These investments, designed to mitigate taxes, can be applied to nearly every type of capital gain and income, providing you with reassurance about your financial future. 

Creating Tax-Problems 

The first type investments including real estate, stock, business and crypto create tax problems & potentially erode up to 30% of your gains.

Solving Tax-Problems 

The second type of investments, which we will help you utilize, solve your tax-problems by turning tax exposure into financial opportunity

 

Why Act Now? Critical Deadlines Matter

You Can't Afford to Wait

When protecting your capital gains, timing isn't just important—it's everything. Most tax mitigation strategies have strict deadlines from the date of your capital gain event.

 

180-Day Window for Opportunity Zones
45-Day Identification Period for 1031 Exchanges
Time-Sensitive Alternative Investment Opportunities
Year-End Tax Planning Deadlines

The Time To Act Is Now!

Waiting could mean:

  • Missing critical deadlines for tax-advantaged opportunities

  • Losing access to premium investment vehicles

  • Paying unnecessary taxes that could have been legally mitigated

  • Reducing your wealth-building potential

DEFER

BOOK YOUR COMPLIMENTARY CONSULTATION

Reach Your Financial Goals with Strategic Tax Mitigation Plan.

30-Minute Expert Session • Zero Cost • Actionable Strategy
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Notice

OZ FundHub is not a licensed distributor of financial products. All information contained on OZ FundHub is for educational purposes only and should not be interpreted as investment advice. Any and all investment decisions should only be made after having performed significant due diligence and with the understanding that investments are made at your own risk.

© 2025 OZFundHub.com

There are material risks associated with investing in Qualified Opportunity Funds and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. The Opportunity Zone program is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.

This is not a solicitation or an offer to sell any securities. Qualified Opportunity Funds are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly for the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor.

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