Opportunity Zones After the 2025 Tax Changes: What Investors Need to Know in 2026
The Opportunity Zone program is no longer simply approaching the end of its original tax timeline. The 2025 tax law fundamentally changed that trajectory, creating a permanent framework while leaving Opportunity Zones 2026 as an important transition year for investors. The changes also establish a new cycle of Opportunity Zone designations beginning January 1, 2027. […]
Tax-Loss Harvesting Beyond Stocks: How Investors Use Losses Across a Portfolio
A portfolio can contain winning and losing investments at the same time, and the tax consequences of realizing those losses can matter just as much as the investment decision itself. For investors holding equities, bonds, funds, digital assets and alternative investments, tax-loss harvesting can form part of a broader approach to portfolio management and tax […]
