August 31, 2026 – Melissa Wall, Tax Partner at Aprio, is quoted in The Wall Street Journal in an article examining the upcoming tax deadline facing Opportunity Zone investors who deferred capital gains under the program established by the 2017 Tax Cuts and Jobs Act.
As investors prepare for the Dec. 31, 2026, deadline to recognize previously deferred capital gains, Melissa highlights the significance of the approaching obligation. “Now all the chickens are coming to roost here at the end of the year,” she says, noting that many investors are facing substantial tax liabilities after years of tax deferral.
The article explores how investors and advisors are evaluating planning strategies ahead of the deadline, including loss harvesting, charitable giving, and valuation assessments of Opportunity Zone investments to help manage the resulting tax impact.
To read the full article, visit The Wall Street Journal.