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Tax,
Real Estate/Development

Nov. 11, 2019

Year-end tax planning for opportunity zone investors

Ready or not, tax time is looming. And as we enter the last two months of 2019, many opportunity zone investors and developers are busy planning for year-end transactions to maximize tax benefits.

Phil Jelsma

Partner and Chair of the Tax Practice Team
Crosbie Gliner Schiffman Southard & Swanson LLC (CGS3)

Email: pjelsma@cgs3.com

Phil is chair of the tax practice team at CGS3. He is recognized as a leading joint venture and tax attorney, with a 30-year background in real estate exchange transactions, syndications, nonprofit corporations and international tax planning.

Ready or not, tax time is looming. And as we enter the last two months of 2019, many opportunity zone investors and developers are busy planning for year-end transactions to maximize tax benefits.

The upside of investing before the end of the year is considerable. Any investor who puts capital gain dollars into a qualified opportunity zone Fund before Dec. 31, 2019, and maintains that investment until Dec. 31, 2026, will enjoy subst...

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