The U.S. currently holds TRILLIONS in unrealized capital gains!

Representing a significant untapped resource for economic development. With the introduction of the Tax Cuts and Jobs Act of 2017, Opportunity Funds were created as an investment vehicle for targeted areas called Opportunity Zones. This allows for the benefit of investors in Opportunity Funds with certain tax incentives, and for underserved communities within with Opportunity Zones, where the funds can be utilized to fund projects that will add value to the communities that need it most.

The program establishes a mechanism that enables investors with capital gains tax liabilities across the U.S. to receive favorable tax treatment for investing in Opportunity Funds that are certified by the U.S. Treasury Department. The Opportunity Funds use the capital invested to make equity investments in businesses and real estate in Opportunity Zones designated by each state with over 8,700 qualified locations.

When realizing the tremendous benefits for all those involved, many are finding themselves seeking the information and expertise to start their own Opportunity Fund or to invest in an existing fund to enjoy the tax incentives and contribute to economically distressed communities.

That’s where I come in…