Major tax incentives for investing in Qualified Opportunity Funds (QOFs) remain in place, despite one of the smaller benefits expiring when the ball dropped on New Year’s Eve.
Join our dedicated Opportunity Zone (OZ) experts for a deep dive on how investors can still take advantage of the deferral of invested capital gains and the complete elimination of capital gains generated from QOF investments. We’ll share real life experiences and lessons learned from clients who have invested in or are considering investing in an OZ. Our experts will break down the complexities of the program and walk you through:
- How to invest in or set up a QOF fund
- The tax incentives of investing in QOFs
- QOF qualification rules
- A look at OZs in the NY metro area as well as Miami, FL
Don’t overlook major tax benefits and strategies to maximize your long-term financial position.