Skip to content
Close
CONTACT US
CONTACT US
Don't have time to watch the whole video?

Get answers to specific questions below

OZ-map-

 

WHAT IS A QOZ?

Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. These zones are designed to spur economic development and job creation in communities throughout the country by providing tax benefits to investors who invest eligible capital into these communities.

Eligible Gains

shutterstock_1559730914
TOUCH

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.
shutterstock_407609140
TOUCH

Sale of Business

Sale of Business

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

shutterstock_2087183875-1
TOUCH

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.

Potential Tax Benefits

 

benefit-1

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-2

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.