ABOUT OPPORTUNITY ZONES
Created as part of the Tax Cuts and Jobs Act of 2017, The Opportunity Zone Program is designed to incentivize investment capital into designated census tracts nationwide and may be eligible for significant preferred tax treatment.
ABOUT OPPORTUNITY ZONE FUNDS
Opportunity Zone Funds (OZ Funds) are investment vehicles where capital gains from prior investments can be invested into designated state opportunity zones. These funds may provide significant tax benefits to investors and stimulate economic development and job creation.
HOW OPPORTUNITY ZONE INVESTMENTS WORK
An investor who has triggered a capital gain by selling an asset can receive temporary deferral, then a significant reduction in their capital gains tax, as well as permanent exclusion from capital gains tax on their Opportunity Zone Fund investment, if the investment is held for mandated time periods of 5, 7 and 10 years.
ONE STEP, THREE BENEFITS
By rolling over gains into an Opportunity Zone Fund:
DEFER
the payment of your
capital gains tax.
REDUCE
the tax you owe by up to
10% after 5 years
ELIMINATE
tax on gains earned from
the Opportunity Zone
Fund after 10 years