Tax,
Real Estate/Development
Dec. 18, 2020
Year-end planning for opportunity zone investors
With the end of the year nearing, investors must quickly yet carefully consider last minute tax planning strategies.





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.
Year-end planning for opportunity zone investors
With the end of the year nearing, investors must quickly yet carefully consider last minute tax planning strategies.
Although the stock market has surged throughout most of 2020, some investors have yet to decide whether they want to pay tax on their capital gains or reinvest those gains by contributing to a qualified opportunity zone fund. It's ...
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