The Tax-Free Exit Strategy Your CPA Wishes They Knew About

You've heard the saying: the only sure things are death and taxes. Mike and Kevin are here to call BS on the taxes part.

In this episode of Hidden Money, we dive deep into the Opportunity Zone (OZ) strategy, a powerful but underused tool, recently supercharged by the One Big Beautiful Bill act. Learn how savvy investors are using OZs to legally defer capital gains for years and ultimately pay $0 on the profit when they sell.

This isn't theory; it’s an actionable playbook for those with serious capital gains (stock sales, business exits, etc.) looking for a way out.

Inside The Advanced OZ Playbook:

• The Zero-Tax Finish Line: How a simple 10-year hold in an OZ can turn a multi-million dollar appreciation into a completely tax-free sale.

• The New Rules That Matter: We decode the bill's changes, including the permanent status of OZs and the new, easier requirements for "Qualified Rural Opportunity Zones."

• DIY Fund vs. Brokerage Pool: Why Mike and Kevin often advise clients to create their own OZ partnership/fund instead of going the traditional 1031 route or trusting a large fund.

• Real Client Strategies: Rolling $5M in Microsoft/Tesla stock gains into a self-storage build and using vested RSU income to secure a tax-advantaged short-term rental.

• The Ultimate "Double Dip": Layering Cost Segregation with an OZ investment to generate massive paper losses now while securing the tax-free exit later.

Who needs this? If you're a business owner, high-net-worth investor, or anyone sitting on a mountain of stock gains, this episode is your blueprint.

Ready to challenge the axiom? Mike and Kevin practice what they preach. Book a free consultation with Revo Tax, to see how an Opportunity Zone strategy could work for your capital gains.