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Opportunity Zones

Part of the 2017 Tax Cuts and Jobs Act, Opportunity Zone investing is a great way to potentially defer and, in certain circumstances, reduce capital gains taxes, subject to eligibility and applicable law. Contact us to discuss whether Opportunity Zones may be appropriate for your situation.

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Defer

Defer taxes from previously earned Capital Gains until December 31, 2026 by investing them in an Opportunity Zone Fund.

Pay Zero

Potential tax benefits may be available for qualifying investments held for required periods, subject to applicable law and individual circumstances.

Eligible Capital gains

Sale of Stock

Sale of Real Estate

Sale of a Business

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 to act in your best interest when providing advisory services. Investment performance is not guaranteed.
 

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 a reasonable timeframe. Recommendations are provided only after gathering relevant information and determining suitability.
 

How are advisors compensated for their services?

 There are a number of ways that advisors are compensated. The most common model is a fee-based structure on 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.

Speak with an experienced professional from our team

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Opportunity Zone Location Map