Real estate investments

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred capital gains unless they do some careful planning.

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.

Below the fold; AI hyperscalers; politically biased; and other highlights from our favorite tax bloggers.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.

The IRS and Treasury are providing guidance on how states, territories and the District of Columbia can nominate census tracts to be qualified opportunity zones.

The updated framework under the OBBBA has created new opportunities for the sports and entertainment industries in rural areas and low-income urban areas.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

The hedge fund manager known promised wealthy investors that he could help them take advantage of opportunity zones.

OBBBA and gambling; a billing lesson from bookkeeping; BOI 2.0; and other highlights from our favorite tax bloggers.

Foreign gifts and penalties; FBARs and the Constitution; contention and confusion; and other highlights from our favorite tax bloggers.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

Fewer clients = more income; the new car credit; the IRA's real importance; and other highlights from our favorite tax bloggers.

Scare tactics about the IRS; marketing for one; a new blog; and other highlights from our favorite tax bloggers.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

Much of the data necessary for compliance is unavailable, according to a new report.

The Biden administration’s tax proposals could have a negative impact on real estate investing.

For some wealthy investors, expanded government crackdowns on land deals are creating financial and legal headaches.