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    • 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.

    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-3-Benefits

    Defer and Eleminate
    Your Capital Gains Taxes


    By rolling over gains into an Opportunity Zone Fund:

    01-1
    DEFER

    the payment of your capital gains tax.

    03-2-1
    ELIMINATE

    tax on gains earned from the Opportunity Zone Fund after 10 years