What is the Holding period?
Holding period determines the length of time between acquiring and disposing of investment assets, directly affecting tax treatment and benefit eligibility. Assets held over one year qualify for long-term capital gains rates, while shorter periods face ordinary income taxation. The One Big Beautiful Bill Act reduces QSBS holding periods to three years for 50% exclusions. Strategic coordination with Augusta rule rental strategies can optimize holding period timing while generating additional tax-advantaged income from investment properties.
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