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So you made a bunch of money trading IPOs…

Looking for a way to defer, or even eliminate those hefty capital gains taxes?

Invest in “Opportunity Zones”
to Defer or Eliminate Capital Gains Taxes!

NOT Limited to Gains in the Stock Market

Defer & Prevent Capital Gains Tax with Qualified Opportunity Zone Investing

The Qualified Opportunity Zone program was established through the Tax Cuts and Jobs Act of 2017. It provides tax advantages to taxpayers who opt to invest in one or more economically distressed and underserved communities that the IRS and the U.S. Treasury have designated. There are currently certified zones in all 50 states, Washington D.C., and U.S. territories. Investors can enjoy tax advantages of the program in two distinct ways: Tax Deferral and Tax Elimination.

Before the establishment of the QOZ program, the opportunity to defer capital gains taxes was primarily relegated to investment property owners engaging in a 1031 exchange. However, one of the things that sets the QOZ program apart from other tax deferral opportunities is it can be used to defer capital gains taxes on the sale of any property type. This includes stocks, bonds, mutual funds, jewelry, art, business interests, and cryptocurrency.

If you have any questions about any of this, please feel free to email me at
Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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