Opportunity Zone Funds – Seizing the Opportunity (CANCELLED)

Opportunity Zone Funds – Seizing the Opportunity

With over 50 million people living in economically distressed areas, the purpose of opportunity zones is to connect low-income communities with capital investments to promote economic growth. As an investor, you can take realized capital gains and reinvest them into qualified opportunity funds (QOFs) — gaining access to three big benefits:

• Tax Deferral

• Step-Up Benefits

• No Capital Gain Tax on Appreciation

QOFs generally can invest in real estate and operating businesses and meet the requirements to qualify for these benefits. Investors just received a lot more clarity and certainty as the U.S. Treasury Department and the IRS finalized the tax regulations in December 2019, making now a great time to start investing.

Join us to learn more about the program, some of the tax rules, and how you can take advantage.