WHAT IS AN OPPORTUNITY ZONE?

The state and federal governments have designated census tracts targeted for economic development.

WHAT IS AN OPPORTUNITY FUND?

An Opportunity Fund is a part of the Tax Cuts and Jobs Act of 2017. As a result of this tax cut, a new investment vehicle was created to incentivize investments in targeted communities called Opportunity Zones.

WHY INVEST IN OPPORTUNITY FUNDS?

1. Allows investors to defer federal taxes on any recent capital gains until December 31, 2026

2. Reduces that tax payment by up to 15%

3. Pay as little as zero taxes on potential profits from an Opportunity Fund if the investment is held for 10 years

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