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ABOUT QUALIFIED OPPORTUNITY ZONES

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GENESIS OF QOZ'S

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

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Sale of Stock

Sale of Stock

Clients that have equity via their company stock options or are active investors in the stock market and experience capital gains event can benefit from the OZ program.
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Sale of Business

Sale of Business

If your client sells  a share of their business they are eligible to potentially defer their capital gains through the Opportunity Zone program
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Sale of Property

Sale of Property

Whether your client sells their 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 their capital gains.

Sale of Stock

Clients that have equity via their company stock options or are active investors in the stock market and experience capital gains event can benefit from the OZ program.

Sale of Business

If your client sells a share of their business they are eligible to potentially defer their capital gains through the Opportunity Zone program.

Sale of Real Estate

Whether your client sells their primary or investment property, investing in an OZ Fund is a great way to keep some of the equity and potentially avoid paying taxes on their capital gains.

Potential Tax Benefits

 

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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.

URBAN CATALYST OPPORTUNITY ZONE FUND II, LLC

Learn more about our current Opportunity Zone Fund projects Icon and Echo
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