Capital Gains - Opportunity Fund Advisor

Capital Gains

[vc_row][vc_column][vc_column_text]Do you have a great idea for a project located within an Opportunity Zone? Tap into RCP’s vast investor pool to help your project get off the ground on a timely basis. Rise Capital Partners will work with you in strict confidentiality to fully vet and understand your particular sector, benefits, potential returns and risk profile to match your fund with investors.

Matching investor profiles with the right projects is of utmost importance to us to ensure the satisfaction of both parties. RCP will present your project to potential investors and ensure their investment is a good fit for your fund. Our goal is to help your project get off the ground, while matching the investment goals for the investor.

Not all income is created equal, especially when it comes to the tax code. Different tax rates apply to different income, so it’s important to distinguish between them and so you can form a strategy around your tax liability.

To qualify for the Opportunity Zone Program incentive an (i) individual, (ii) corporation, (iii) S-Corporation, (iv) partnership or (v) limited liability company taxpayer, must invest Capital Gains proceeds into a Qualified Opportunity Fund. Ordinary income (wages, self-employment income, bonuses and interest) are not eligible for placement into an Opportunity Fund.

Capital Gains occur when you sell a capital asset (almost everything you own and use for personal or investment purposes is a capital asset), the difference between the adjusted basis in the asset and the amount you realized from the sale is a capital gain or loss.

  • Short Term Capital Gains are held less than 12 months and are taxed as Ordinary Income based on an individual’s tax filing status and adjusted gross income.
  • Long Term Capital Gains are held for more than 12 months and are taxed at specific Capital Gains Tax Rates, detailed below

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2018 Capital Gains Tax Rates

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Long-term capital gains tax rate Your income
* Short-term capital gains are taxed as ordinary income according to federal income tax brackets.
0% $0 to $38,600
15% $38,601 to $425,800
20% $425,801 or more

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Long-term capital gains tax rate Your income
* Short-term capital gains are taxed as ordinary income according to federal income tax brackets.
0% $0 to $77,200
15% $77,201 to $479,000
20% $479,901 or more

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Long-term capital gains tax rate Your income
* Short-term capital gains are taxed as ordinary income according to federal income tax brackets.
0% $0 to $51,700
15% $51,701 to $452,400
20% $452,401 or more

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Long-term capital gains tax rate Your income
* Short-term capital gains are taxed as ordinary income according to federal income tax brackets.
0% $0 to $38,600
15% $38,601 to $239,500
20% $239,501 or more

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INTERACTIVE OPPORTUNITY ZONE MAP