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Qualified Opportunity Zones

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What is a Qualified Opportunity Zone?

A Qualified Opportunity Zone (QOZ) is a designation created by the Tax Cuts and Jobs Act of 2017 to encourage investment in economically distressed communities. The program allows investors to defer and potentially reduce capital gains taxes by investing in Qualified Opportunity Zone Funds (QOZFs), which are investment vehicles that deploy capital into businesses or real estate projects located in designated Opportunity Zones.

POTENTIAL TAX BENEFITS OF OPPORTUNITY ZONE INVESTING

To receive the potential tax benefits associated with Opportunity Zone Funds, an investor must invest capital gains. Investors have 180 days to invest into a qualified Opportunity Zone Fund after the date of their initial capital gains event. 
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DEFERRAL OF CAPITAL GAINS TAXES OPPORTUNITY
DEFERRAL OF CAPITAL GAINS TAXES OPPORTUNITY

Investors are able to defer paying federal capital gains taxes on their initial capital gains event until they pay taxes in 2027. 

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NO TAXES ON ANY FUND PROFIT
NO TAXES ON ANY FUND PROFIT

After an investor holds their investment in an QOZF for 10 years, no federal capital gains taxes are due on any profits.

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POSSIBILITY OF NO DEPRECIATION RECAPTURE
POSSIBILITY OF NO DEPRECIATION RECAPTURE
Investors could benefit from any depreciation that occurs on the properties through pass-through losses. 

Eligible Gains

Sale of Stock
Many of our investors have equity via their company stock options or are active investors in the stock market and experience capital gains event.
Sale of Business

Selling your share of a business makes you eligible to potentially defer your capital gains.
Sale of Property

Whether you sell your primary or investment property, investing into an OZ Fund is a great way to keep some of the equity and potentially avoid paying taxes on your capital gains. 

Potential Tax Benefits

 

benefit icon - defer capital gains

DEFERRAL OF CAPITAL GAINS TAXES

When you sell an asset that triggers an eligible capital gain, you typically have a 180-day window from the day you sell the asset to invest in the Opportunity Zone Fund. Once you do that, your capital gain taxes are deferred until 2027.

benefit icon - no federal taxes

NO FEDERAL TAXES ON FUND PROFIT AFTER 10 YEARS

If you hold your investment in the Opportunity Zone Fund for 10 years you won't owe any federal taxes on profits earned on your investment in the fund.

Eligible Gains

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Sale of Stock

Sale of Stock

Many of our investors have equity via their company stock options or are active investors in the stock market and experience capital gains event.
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Sale of Business

Sale of Business

Selling your share of a business makes you eligible to potentially defer your capital gains.

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Sale of Property

Sale of Property

Whether you sell your primary or investment property, investing into an OZ Fund is a great way to keep some of the equity and potentially avoid paying taxes on your capital gains.

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