The Tax Advantages Of Purchasing A Property In An Opportunity Zone

About this episode

The episode discusses tax advantages of purchasing property in Opportunity Zones and various tax-related topics.

In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle eight listener questions on a wide range of tax topics. They open with a deep dive into the tax advantages of purchasing property in an Opportunity Zone, covering both the original program and the newly reinvigorated Opportunity Zone 2.0 launching January 1, 2027, including deferral periods, stepped-up basis benefits, and rural vs. urban pathways. They also explain required minimum distributions and the five-year Roth seasoning rules, the nuances of married filing separately in community property states, and strategies for reducing passive capital gains tax after a multifamily syndication sale. Amanda and Eliot break down Qualified Small Business Stock under Section 1202, including new tiered exclusion rates and documentation requirements, walk through K-1 preparation and 1065 filing for limited and general partnership structures, and cover the Accumulated Earnings Tax for C corporations. The episode wraps with guidance on claiming education expenses for new businesses, amending prior-year returns, and using C corporations as the right vehicle for startup cost deductions. Tune in for expert…

People in this episode

Guests: Amanda Wynalda, Esq., Eliot Thomas, Esq.

Topics covered

• tax advantages
• Opportunity Zones
• real estate investment
• tax strategies
• capital gains tax
• business expenses
• partnership structures

Keywords

• Opportunity Zone
• tax advantages
• real estate
• capital gains
• Roth seasoning rules
• K-1 preparation
• C corporations
• education expenses

Mentioned in this episode

Organizations: Anderson Business Advisors, AndersonAdvisors.com

Books & works: Qualified Small Business Stock, Section 1202

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