Qualified Opportunity Zone Strategies

A tax-focused reinvestment approach for eligible gains, designed to support long-term community investment.

What is a Qualified Opportunity Zone strategy?

Opportunity Zones are designated areas intended to encourage long-term investment. Eligible gains may be invested into a Qualified Opportunity Fund (QOF) to potentially access tax benefits, subject to strict IRS rules and reporting.

How it typically works

Confirm eligibility of the gain

Determine if your capital gain qualifies for Opportunity Zone reinvestment under IRS guidelines.

Evaluate a Qualified Opportunity Fund (QOF) approach

Review available QOF options that align with your investment goals and risk tolerance.

Coordinate timing, documentation, and ongoing reporting

Manage strict timelines and compliance requirements with professional guidance.

Timing Note

Opportunity Zone investments generally require reinvesting eligible gains within a defined window, and tax outcomes can depend on holding period and rules.

Potential Benefits

Potential deferral of eligible gains

Defer capital gains taxes by investing in a qualified opportunity fund.

Long-term planning alignment

Structured for investors with extended investment horizons.

Access to investment themes tied to redevelopment and growth

Participate in community development and economic growth initiatives.

Holding period may impact tax treatment

Longer holding periods can enhance potential tax benefits under current rules.

Important Considerations

•Complexity and strict compliance requirements: QOZ investments require careful adherence to IRS regulations.
•Illiquidity / longer holding periods: These investments typically require extended commitment with limited liquidity.
•Annual reporting and documentation needs: Ongoing compliance and reporting obligations must be maintained.
•Outcomes vary: Results depend on fund performance, holding period, and individual circumstances. Consult tax professionals.

How We Help

Education-first consultation

We help you understand QOZ strategies and whether they align with your goals.

Coordination with client's CPA/attorney

We work alongside your tax and legal advisors to ensure proper planning.

Timeline discipline and documentation checklist

We help you navigate strict deadlines and compliance requirements.

Reviewing strategy fit alongside 1031/DST/other approaches

We compare QOZ with other tax-deferred strategies to find the best fit for your situation.

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Information is for educational purposes only and not tax, legal, or investment advice. Consult your CPA/attorney/advisor regarding your situation.

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