The Strategy
QOZ Strategy
Capital Gain Deferral
Reinvest gains in Opportunity Zones to defer taxes for five years.
Flexible Funding Strategy
Flexible timeline, 31 months to invest, full or partial gains.
Capital Gain Exclusion
Opportunity Zones can reduce your deferred capital gains.
Tax Free Sale After 10 Years
Pairs gains with strategic losses to reduce net capital tax.
The Process
From questionnaire to strategy.
After completing the questionnaire, you’ll be able to set up a complimentary call with our expert team to review any questions you have about building an QOZ fund.
Watch
A closer look at the QOZ strategy
The information contained on this webpage is for informational and educational purposes only. The information should not be construed as legal, financial, or tax advice, or used as a substitute for such. Consult with an attorney, accountant, or other trusted professional if you have specific questions, or before implementing this information on your own.
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