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Utilizing Opportunity Zones to Maximize Your Investment

Cherry Bekaert

Following the sale, the Company was interested in reinvesting in U.S. real estate, while taking advantage of any strategic tax benefits that coincided with a desired new investment. For more information on how our Opportunity Zone Tax Services Team can assist and advise on the next steps in your OZ project, please contact us today.

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2023 Year-End Tax Planning Strategies for the Real Estate and Construction Industry

Cherry Bekaert

Contributor: Chelsea Payne , Senior Manager, Tax Services As the end of the year approaches, strategic planning remains crucial for taxpayers looking to optimize their financial positions and set the stage for a strong start in the upcoming fiscal year. The seller recognizes gains as the buyer makes payments of principal on the note.