Reduce Your Gains Tax: Opportunity Zone Investment Guide

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The Ultimate Investor's Guide To Opportunity Zone Investing

Our guide will answer the most frequently asked questions our team of Tax Migration and Investment Experts answer on a daily basis.

- What are Opportunity Zones and Opportunity Zone Funds?

- What types of products do Opportunity Zone Funds invest in?

- What are the Tax Benefits of investing in QOZ Fund?

- How can you invest in a QOZ Fund?

In This Guide You Will Learn

The Most Essential Information To Understand Opportunity Zones

We created this guide to provide potential investors with key information to help them Opportunity Zones and the benefits of investing in an Opportunity Zone Fund.

Understanding and Defining Qualified Opportunity Zones (QOZ) and Qualified Opportunity Funds (QOF)

Understanding the Impact On QOZ Communities

Tax Advantages of Investing in Qualified Opportunity Zones

Key Investment Classes in Opportunity Zones

Tax Mitigation Strategies for You

End-to-End Investment Support

OZ FundHub's team of Tax Mitigation and Investment 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. 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.

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 have a suitability duty to ensure they work in your best interest and help you achieve the highest possible risk-adjusted return on your investment.

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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.

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.

Securities offered through Cabin Securities, Inc. member FINRA/SIPC. DSTs 1031 Investments is independent of Cabin Securities, Inc. all of whom are unaffiliated with third-party sites and material and cannot verify the accuracy of, nor assume responsibility for, any content of linked third-party sites and material. Information available on third-party sites and material, including the numbers used, is general in nature, approximate and intended for educational purposes only.

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This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through the advisor listed. For additional information, please contact Vic Belfiore at vbelfiore@cabinsecurities.com.

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Reduce Your Capital Gains Tax with Expert Strategies and over 30 Years of Experience.