The 12/31/2026 Gain Recognition: Your OZ 1.0 Tax Bill Comes Due
Event Details
Date
Monday, November 9, 2026
Time
2:30 pm ET
Location
Zoom
In this Masterclass, our guest instructor walks through the December 31, 2026 gain recognition event facing every OZ 1.0 investor, covering how deferred gains will hit 2026 tax returns and the year-end planning strategies available to prepare for and minimize the bill.
What’s covered:
- Overview of the 12/31/2026 gain recognition event and which deferred gains are affected
- How basis step-ups vary by investment vintage and what that means for your recognized gain
- Estimating your 2026 tax liability and planning for estimated payments and liquidity
- Year-end strategies to offset, reduce, or prepare for recognized gains
- What fund sponsors should be communicating to investors ahead of filing season
OZ Insiders membership is required to watch this Masterclass on-demand.
OZ Insiders membership is required to attend this live Masterclass.
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