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Tax Advantages of Opportunity Funds 

There are three substantial tax advantages for Opportunity Fund investors:

1
DEFERRAL OF CAPITAL GAINS
Any Capital Gains can be invested into an Opportunity Fund. By investing in an Opportunity Fund, the invested Capital Gains do not need to be recognized when the investment is sold or exchanged or until December 31, 2026.

2
REDUCTION OF CAPITAL GAINS
After holding an investment in the Opportunity Zone Fund for seven years the Capital Gains tax on the original Capital Gains is reduced by 15%. This is the equivalent of having a 15% step-up in basis on the initial investment.

3
NO CAPITAL GAINS TAX ON FUND PROFITS
After holding an investment in the Opportunity Fund for at least ten years, an investor’s disposition of an investment in the Opportunity Fund does not result in any additional federal income taxes


Step-By-Step Investment Process