Opportunity Zones Investment Tax Benefits

Opportunity Zones provide 3 primary tax benefits to investors who invest in a designated Opportunity Zone through the use of an Opportunity Fund.

  1. Tax on income for capital gains is temporarily deferred for capital gains reinvested in a Qualified Opportunity Fund.
  2. Capital Gains reinvested in a Qualified Opportunity Fund receive a stepped-up basis, which will effectively exclude up to 15% of the original gain from being taxed.
  3. Capital Gains from the sale or exchange of an investment in a Qualified Opportunity Fund are not taxed, so long as the investment is held for at least 10 years.

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