Toby Mathis breaks down how the “Big Beautiful Bill” has reawakened Qualified Opportunity Zones (QOZs) with massive tax incentives for investing in low-income communities — but also why there’s a hidden “Dead Zone” between 2025 and 2026 that could catch investors off guard.
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He explains how to legally defer capital gains and even make new growth tax-free through Qualified Opportunity Funds (QOFs), while avoiding the timing pitfalls that most people miss.
In this video, Toby reveals the clean workaround to sidestep the Dead Zone, the real meaning behind the 180-day investment window, and why proper paperwork is critical.
You’ll also learn how to align your sale timing to qualify for the ten-year tax-free benefit and avoid awkward short deferrals.
17:55 WATCH https://www.youtube.com/watch?v=i13mN6p91GA
Chapters:
0:00 Intro
1:29 QOF in one minute: sell, reinvest gain, defer
3:01 Short deferral to 12/31/2026 and weaker step-ups
5:57 Installment sale with a 2027 balloon
9:45 Investor vs. operator timing; fund deployment rules
11:08 Investor steps: elect deferral, annual info filing
12:18 Case study: “Bill” invests $1M gain in 2027
15:53 QOFs are back—timing recap and 2027 focus
17:31 Outro
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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