John Kim

Without carefully developed tax strategy, individuals run the risk of missing out on key tax benefits and paying more taxes than necessary. Tax planning may be low on your list of favorite financial chores, but it’s one of the most important tasks to save your hard-earned money. The number one question we get during the holiday season from our clients is “What can I do to lower my tax bill before the year-end?”.

Without carefully developed tax strategy, individuals run the risk of missing out on key tax benefits and paying more taxes than necessary. Tax planning may be low on your list of favorite financial chores, but it’s one of the most important tasks to save your hard-earned money. The number one question we get during the holiday season from our clients is “What can I do to lower my tax bill before the year-end?”.

Without carefully developed tax strategy, individuals run the risk of missing out on key tax benefits and paying more taxes than necessary. Tax planning may be low on your list of favorite financial chores, but it’s one of the most important tasks to save your hard-earned money. The number one question we get during the holiday season from our clients is “What can I do to lower my tax bill before the year-end?”.

2017 Tax Cuts and Jobs Act created Qualified Opportunity Zones (QOZ) to provide tax benefits to investors who invest eligible capital gains into designated economical distressed communities. To date, over 8,700 low-income communities have been designated as QOZs. A list can be found at https://www.cdfifund.gov/pages/opportunity-zones.aspx.