For the top 0.01% of the American population who are subject to estate taxes because their estates exceed the $11.18M threshold, it’s crucial to plan ahead to minimize taxes imposed on assets upon death.
The new Tax Cuts and Jobs Act created a new opportunity for investors who can receive special tax incentives for investing in distressed areas. How can you invest in an Opportunity Zone? What is required and what kinds of incentives exist?
Investors that invest in an Opportunity Zone may be eligible for preferential tax treatment on their capital gains from other investments (incl. stocks and real estate). In some cases, if Opportunity Fund shares are held for more than 10 years, the entire appreciation on the shares may be excluded from capital gains tax.
Cost, application process & requirements for the EB5 Investor Program for U.S. immigrants.