The Qualified Opportunity Fund (QOF) landscape is complex and often operates within exclusive circles. At OZ Wealth Center, we work alongside seasoned investment advisors to simplify the due diligence process, ensuring investors gain full access to this dynamic market. Book a free consultation today to explore your opportunities.
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Assist investors in setting up qualified Opportunity Funds to channel investments into eligible properties and businesses within Opportunity Zones.
Provide strategic advice tailored to maximize returnswhile ensuring compliance with Opportunity Zone regulations.
Offer full-service management of Opportunity Zone investments, focusing on long-term growth and capital preservation.
Investing in an Opportunity Zone begins with the realization of capitalgains from an investment, which can be from stocks, real estate, orother assets. To leverage these gains tax-efficiently, investors mustreinvest them into a Qualified Opportunity Fund (QOF) within 180 days of the asset's sale. A QOF is a specialized investment vehicledesigned to invest at least 90% of its assets in qualifying properties orbusinesses located within designated Opportunity Zones. Thisprocess not only defers and potentially reduces the capital gains taxbut also fosters economic development in underserved areas,aligning financial growth with community enhancement.
Investing in Opportunity Zones offers significant tax benefits, including deferrals on capital gains taxes when investors roll their gains into Opportunity Funds.
Defer taxes on previously realized capital gains until December 31st, 2026 by investing in an Opportunity Zone Fund.
Benefit from permanent exclusion of taxable income on the sale or exchange of an investment in a Qualified Opportunity Zone, provided it has been held for a minimum of 10 years.
At OZ Wealth Center, our mission is to guide investors through the dynamic landscape of Opportunity Zones, unlocking potential for growth and community development. We envision a future where informed investment decisions lead to sustainable success and impactful change.
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