06/17/2026
The tax benefits of Qualified Opportunity Fund investments aren't over, but a significant planning milestone is approaching.
At the end of 2026, deferred gains invested in Qualified Opportunity Funds will generally become taxable. For many investors, that could create a substantial income inclusion and potential tax liability.
With time still available to evaluate strategies such as loss harvesting, accelerated deductions, and other planning opportunities, now may be a good time to review the potential impact.
Read more: https://vshcpa.com/news/managing-2026-income-taxes-on-qualified-opportunity-zone-fund-investments/