
ABOUT QUALIFIED OPPORTUNITY ZONES
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
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.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 programSale 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

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.

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.