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Downtown San Jose qualified opportunity zone

Qualified Opportunity Zones

Opportunity Zone map

WHAT IS A QOZ?

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. Contact us to learn more.

Potential Tax Benefits

 

benefit icon - defer capital gains

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 icon - no federal taxes

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.

Eligible Gains

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Sale of Stock

Sale of Stock

Many of our investors have equity via their company stock options or are active investors in the stock market and experience capital gains event.
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Sale of Business

Sale of Business

Selling your share of a business makes you eligible to potentially defer your capital gains.

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Sale of Property

Sale of Property

Whether you sell your 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 your capital gains.

GET IN TOUCH

Let's Have a Chat and Talk About OZ Investing