Make an Impact With
Opportunity Zone Funds
An Opportunity Zone Fund (QOF) allows you to support emerging communities while deferring capital gains taxes from the sale of various assets, including real estate, stocks, bonds, collectibles, and even your personal residence.
Reinvest Your Profit
In most states, you can defer capital gains taxes by investing in an Opportunity Zone Fund. If you hold the investment for at least 10 years, any profits from the sale are exempt from capital gains taxes.
Opportunity Zone Rules
Current tax law allows investors to defer federal taxes on capital gains until 2026 by reinvesting them into an Opportunity Zone Fund within 180 days of the sale. Most states follow the Federal laws.
Pending Legislation
Pending legislation could extend the current Opportunity Zone rules, which are set to expire in 2026. If passed, it would allow capital gains to be deferred for up to seven years and potentially reduce your tax liability by excluding 10% to 15% of those gains.
Current Opportunity Zone Fund Offerings
Urban Catalyst Opportunity Fund III
Revitalization Partners OZ Fund
Start Exploring The Opportunities That Opportunity Zones Can Offer For Your Financial Future
Ready to learn more about how opportunity zone investments can help you achieve your financial goals while supporting community development? Schedule a consultation with our experienced team today.
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