Carolina OZ

02/20/2021

PROTECT and GROW your Capital Gains!
Investor Special --> www.carolinaoz.com

02/19/2021

Did you know…

…wash sale rules only apply to loss positions? So, you can harvest your capital gains and then buy back the same position? You would then be free to reinvest all your proceeds, your full , or just part of your capital gain into an tax-favored investment.

This is one of many OZ strategies we consider when working with our investors. Let's talk.

www.carolinaoz.com




Unfortunately, this is necessary: this comment is our opinion and is not intended to be legal, tax, or investment advice.

https://www.investopedia.com/terms/w/washsalerule.asp

The wash-sale rule is a regulation that prohibits a taxpayer from claiming a loss on the sale and repurchase of identical stock.

02/10/2021

Now's the BEST TIME EVER to invest in North Carolina -- The South-East continues to see strong in-Migration in U-Haul's Annual Migration Report. Strong in-Migration will continue to feed demand for Real Estate and Services.

-- How can CarolinaOZ help you? Reach out and let's discuss.

Tennessee posted the largest net gain of U-Haul® trucks crossing its borders in 2020, making it the No. 1 U-Haul growth state for the first time.

02/10/2021

The Sacramento Kings Owner Sinks $125 MM into QOZ Investments with another $250 MM planned…Shouldn't YOU also consider tax advantaged OZ Investments for yourself and your clients?

An owner of the Sacramento Kings is driving hard into the Opportunity Zone market. RevOZ—an investment arm of the Bhatal Family,—plans on investing roughly $250 million into OZ projects. It comes at a time of renewed interest in the controversial Opportunity Zones program as Biden takes power.

02/10/2021

Investors, have you considered Investments as a controllable, "soft landing"? "President Joe Biden's election was a warning sign to Josh Eitingon that the 1031 exchange's days may be numbered."

Let's talk about how you can take advantage of Opportunity Zones!

So far 1031 investors are waiting to see what Biden ultimately proposes that could change the cherished program.

02/10/2021

More than $15,160,000,000 has been invested in and nearly $800,000,000 per month in the last 4 months of 2020.

Have questions? Let's talk!

SAN FRANCISCO, Feb. 3, 2021 /PRNewswire-PRWeb/ -- Equity raised by qualified opportunity funds (QOFs) that are tracked by national accounting and consulting firm Novogradac...