Social Good and Tax Benefits = A Double Bottom Line

Opportunity Zones and Opportunity Funds are just beginning, but we can already see the intended end results of doing good for our communities.

Social Good by directing much needed long term private capital to redevelop and improve lower income areas.

While seeking increased returns through tax deferral, step up in basis, and tax free investment.

  • Tax deferral of the original capital gains,
  • Step ups in basis on the original capital gains after five years (10%) and seven years (additional 5%), resulting in a lower capital gains tax bill to be paid by December 2026.
  • Tax free gains from your investment in the Opportunity Zone after ten years.

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Email us at ozinfo@opzone.com