Taxes on Investments: A 2025 Guide

Cascading coins transforming into growing seedlings, symbolizing investment growth and wealth accumulation.

Investing grows wealth. But taxes can quietly erode returns if you aren’t careful. In 2025, the rules around investment taxation remain complex, especially for high-income earners and business owners. Understanding how taxes affect your portfolio lets you keep more of your money. With strategic planning, you can reduce tax drag, protect gains, and accelerate your…

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The Tax Benefits of Investing in Opportunity Zones

The Tax Benefits of Investing in Opportunity Zones on providentcpas.com

Learn why opportunity zones continue may be an attractive option to some investors thanks to government tax incentives The Tax Cuts and Jobs Act of 2017 (TCJA) brought many changes to the tax law, including changes to the standard deduction and tax brackets. Another big change was the creation of tax incentives for investments in…

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