Capital Gains Tax Planning

1031 Exchanges vs Opportunity Zones

A decision guide for comparing traditional exchange planning with Opportunity Zone reinvestment timing.

Planning resource

A working asset for the next advisor conversation.

Use this resource to organize the facts, records, and timing questions before the planning window narrows.

Format

Guide

Window

Sell

Output

CPA-ready

GuideSellownerinvestoradvisor

Last updated: 2026-06-12

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What this helps compare

Owners facing a sale often hear about 1031 exchanges and Opportunity Zones as if they are interchangeable. They are not. The right review starts with the gain, timeline, replacement property options, cash needs, risk tolerance, and long-term ownership plan.

Compare before committing

Whether like-kind replacement property is available and realistic
Deadlines for exchange identification, closing, and reinvestment
How much gain the owner wants to defer, reduce, or reposition
Whether the investment thesis still works after tax constraints
How the CPA and legal team will document the final strategy

JPOPE planning lens

The goal is not to force a specific tool. It is to help the owner understand which tax path fits the transaction, the market, and the owner's broader wealth plan.