EP 040 - Captive Qualified Opportunity Zones & QOZ Strategy Stacking w/ Justin White

The Mark Perlberg CPA Podcast

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It's so important to collaborate with your tax advisor, not just on business and investing events, but personal life events. Here's one example of how the client's baby created the opportunity for us to create hundreds of thousands in additional tax savings for our client by timing expenses and qualifying the client for a new tax election - the Real Estate Professional Tax Status. Other times, we've strategically planned around marriages, divorces, job changes and family needs to create transformational current and future years' savings. Make sure you're communicating any major life events and changes in your financials and business to a QUALIFIED tax advisor!

Wouldn't it be life-changing if you could mitigate capital gains and diversify your portfolio through real estate investing? Tune in as we host Justin White, a real estate wizard, who pulls back the curtain on the world of 1031 exchanges and qualified opportunity zones. We deep-dive into the intricacies of these investment strategies, helping you understand the tax benefits that could supercharge your profit margins. In particular we touch on captive qualified opportunity zones, and how one can access faster cash flow and more depreciation by investing into vehicles that are ready to operate immediately and offer greater depreciation. This combined with real estate professional tax status can be extremely impactful! Whether you're a seasoned professional or just dipping your toes into real estate investment, this discussion is a goldmine of insights.

As we progress, we address the pressing question of extending the 2026 deadline and reshaping the Opportunity Zone map to better serve the communities who need it most. We touch on the impact of Fortune 500 companies on these zones, with a special mention of the Gigafactory. Not to be missed is our exploration of the role of AI in the real estate business and the importance of customer service in enhancing your investment experience. Join us and elevate your real estate journey!

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1. Real Estate Investing Opportunities and Exchanges (00:00:00)

2. Extend and Improve Opportunity Zones (00:10:40)

3. Utilizing Opportunity Zones for Tax Benefits (00:24:06)