06/02/2026
๐๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ฒ ๐๐จ๐ง๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ: ๐๐ก๐๐ญโ๐ฌ ๐๐ก๐๐ง๐ ๐ข๐ง๐ ?
The One Big Beautiful Bill Act (OBBBA) introduces key updates to Qualified Opportunity Zone (QOZ) investments, creating new tax planning opportunities for investors.
๐ Highlights include:
โข Continued capital gains tax deferral and reduction opportunities
โข Reduced "substantial improvement" threshold (100% โ 50%)
โข Updated reporting requirements for Qualified Opportunity Funds
โข Tax benefits tied to 5-, 7- and 10-year holding periods
โข Potential basis step-ups for long-term investments
In our latest blog, ๐๐๐ญ๐ก๐๐ง๐ฒ ๐๐๐๐ซ๐ explains what these changes could mean for investors and their advisors.
๐ Read more: https://loom.ly/1sRzNWk