Potentially Defer And Eliminate Capital Gains Taxes
OZ Tax Benefits
Defer taxes from previously earned Capital Gains until December 31, 2026 by investing them in an Opportunity Zone Fund.
Enjoy permanent exclusion from taxable income on the sale or exchange of an investment in a Qualified Opportunity Zone that has been held for at least 10 years.
Eligible Capital Gains
Sale of Stock
Sale of Real Estate
Sale of Business
Sale of Crypto
Frequently Asked Questions
Why should I work with an advisor for an OZ investment?
Advisors can be compensated in multiple ways. The most common is through a management fee consisting of a percentage of the assets held for a client. Advisors have a fiduciary duty and it is in their best-interest to get you the highest returns possible on your investment.
What is the process of working with an advisor?
We will pair you with a licensed advisor and they will reach out to you within one business day. From there, they will begin discovery, analysis, sharing observations and then recommending potential OZ investments.
How are advisors compensated for their services?
There are a number of ways that advisors are compensated. The most common model is a commission based fee for the assets under management. Advisors have a fiduciary duty and it is in their best interest to get you the highest returns on your investment.
How will an advisor know which is the best OZ fund investment for me?
Our team of advisors specialize in Opportunity Zone investing. They will work closely with you to understand what your Opportunity Zone investing objectives are. Advisors have a fiduciary duty, so it is in their best interest to help you accomplish your financial objectives.
What if I have an advisor already? Can I work with one who specializes in OZs?
Yes, you can work with multiple advisors. Not all advisors specialize in Opportunity Zones, so it is important to consider working with an advisor that has a strong understanding of Opportunity Zone investing.
What is the difference between a broker-dealer and an advisor?
A broker-dealer is transaction based and will have a limited amount of Opportunity Funds that they can sell you. An advisor works more like a consultant with a fiduciary duty. They will advise on which Opportunity Fund is the best investment for you based on your personal financial goals.