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You have exactly 180 days from realizing a capital gain to invest it in a Qualified Opportunity Fund. Here is how to calculate your exact deadline and what to do if you are running short on time.
Go to article →The One Big Beautiful Bill Act made the OZ program permanent. New zone designations take effect January 2027 and deferred tax is due April 15 2027. Here is what every investor needs to know.
Go to article →Most QOZ funds require accredited investor status. You qualify if you meet income or net worth thresholds or hold certain professional certifications including Series 7, 65, or 82 licenses.
Go to article →OZ 1.0 was a temporary program set to expire. OZ 2.0 made it permanent under the One Big Beautiful Bill Act and introduced Qualified Rural Opportunity Funds with enhanced benefits for rural zone investments.
Go to article →Investors who hold their QOF investment for at least 10 years pay zero Federal income tax on any appreciation of the QOF investment itself. If your $1M grows to $2.5M the $1.5M in gains is completely tax free.
Go to article →A 1031 exchange defers taxes on real estate sales by reinvesting in like-kind property. OZ funds can accept gains from any asset class including stocks and business sales and can fully eliminate taxes on appreciation after 10 years.
Go to article →Let us begin with a few questions to guide you to the right place.