Want to save on taxes? Who doesn’t! Are you concerned about capital gains taxes associated with the sale of your appreciated real estate or any appreciated asset, especially after the passing of Prop. 19?
Solution: Use Qualified Opportunity Funds – a tax incentivized investment vehicle created by the Tax Cuts and Jobs Act of 2017:
  • Invests in development and redevelopment in Qualified Opportunity Zones
  • Offers investors tax benefits for investing any realized capital gains
  • Deferral of taxes until December 31, 2026
  • Tax Reduction of 10% on the capital gains if held for at least 5 years
  • Elimination of capital gains taxes if held for a minimum of 10 years
Talk with an experienced licensed financial advisor. I recommend:
John McCarthy
Branch President
Parsonex Financial Services
Office 714-200-1776
By researching over 500 lenders of all types, reading all types of news sources and connecting to some really smart people, it’s amazing the loan programs, rates and options available for borrowers to earn or save money.
Recent review on Google:
“Dan Stone helped us secure the best rate on our mortgage. We didn’t even know we were leaving money on the table by just accepting an interest rate from a leading lender. Instead we told Dan that we wanted to purchase a home and were looking for the best rate and he helped us secure a great interest rate on a 30-year fixed.”
-Carla A.
Call 714-310-4162 for more information.