OPPORTUNITY ZONES

Opportunity Zone Tax Benefits

Qualified Opportunity Zone (QOZ) investments offer a powerful set of tax incentives designed to encourage long-term capital investment while helping investors manage their tax liability.

Tax Benefits For Investors

5-Year Deferral

Defer taxes for any capital gain from the sale of stock, crypto, real estate or business.

10% Discount 

Reduce your capital gain tax liability when you invest into a Qualified Opportunity Fund.

Potential Tax-Free Returns

If you hold your investment in a Qualified Opportunity Fund for a minimum of 10 years you will have no tax liability from a federal standpoint.

Depreciation Schedule

Accelerated/bonus depreciation deductions are exempt from depreciation recapture with the sale of a Qualified Opportunity Fund.

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