Qualified Opportunity Zones (QOZ)
Do you have highly appreciated assets that you would like to sell, but are hesitant to do so because of the large capital gains tax you will have to pay?
Re-investing proceeds in a Qualified Opportunity Zone (QOZ) may be the best option for you.
If deferring any current tax obligations or eliminating tax all together on future asset appreciation would be of interest to you, then we highly encourage you to download this guide.
Get in the Zone – Qualified Opportunity Zones
Discover how capital gains from the sale of almost any type of appreciated asset can be reinvested in a Qualified Opportunity Zone and achieve immediate deferral of tax or complete elimination of all capital gains tax accrued, starting after a 10-year holding period.
Capital gains may have resulted from the sale of:
Stocks
Bonds
Mutual Funds
Real Estate
Business Sale
Other Assets
Art
Bitcoin
What Is A Smarter 1031 ExchangeTM?
Established to support industry professionals and their clients when executing the sale of investment real estate. A Smarter 1031 ExchangeTM provides the framework for a streamline client experience and transaction process. As Fiduciary’s our goal is to support our Professional partners through advanced client-focused tax and risk consulting that seeks to defer, reduce, and even eliminate taxation to the client and/or their heirs if done properly!
Your Local A Smarter 1031 ExchangeTM Professional
Disclosure Statement on behalf of the Registered Investment Advisor (RIA)
The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.
Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting www.caitlinjohn.com. There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching www.adviserinfo.sec.gov.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC.