November 14, 2021 – Soaring Capital Management, LLC

Five Hidden Tax Strategies to Use Now

This research note explores my thoughts on the state of economy and tax policies and puts forth timely ideas on how private client investors can reduce the impact of taxes and improve after-tax performance. A couple of years ago, I had the pleasure of having dinner with the famed economist Art Laffer. Laffer was a […]

Opportunity Zone Hypothetical After-Tax Return

Leave a Comment / Research / Brian F. Moss, CFA

Below is an illustration of the hypothetical after-tax return of an investment in a Qualified Opportunity Zone Fund versus a traditional taxable investment. This shows how an Opportunity Zone investment may outperform by approximately 53 percent.* This post is intended be read along with the broader research note titled “Five Hidden Tax Strategies to Use

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