How the New Opportunity Zone Rules Create Long Term Tax Savings

Описание: The Opportunity Zone program just became permanent, and the new rules could unlock powerful long-term tax savings for investors and business owners.

Originally introduced in 2017, Opportunity Zones were designed to drive capital into underserved communities while offering major tax incentives—capital gains deferral, step-ups in basis, and tax-free appreciation after 10 years. Now, under the One Big, Beautiful Bill Act, the program has been upgraded with important changes you need to understand.

In this video, we break down:

How capital gains deferral works under the new rules
What’s changed with the step-up in basis (and what benefits are gone)
The new advantage of rural Opportunity Zones and their enhanced tax benefits
How tax-free growth still applies—and what the new 30-year cap means
Increased compliance and reporting requirements for Opportunity Funds

If you’re an investor looking to reduce capital gains taxes or a business owner exploring long-term growth strategies, these updates could significantly impact your planning. With Opportunity Zones now a permanent part of the tax code, strategic investment decisions matter more than ever.

These rules are complex, so be sure to consult with your tax and financial advisors to determine how the updated Opportunity Zone regulations fit into your overall strategy.

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00:00 Intro
00:19 Opportunity Zones Now Permanent Plus Benefits
00:52 Capital Gain Deferral - Updated Rules
01:00 New Step-Up in Basis Rules
01:11 New Rural Opportunity Zone Incentives
01:20 Tax-Free Growth Still Available
01:30 Stricter Oversight & Compliance
01:45 What This Means for Investors & Business Owners
02:05 Outro