Should YOU be an opportunity zone investor?

Should YOU be an opportunity zone (OZ) investor? If you have a capital gain, or know that you may in the future, then you should definitely be thinking about it.

Most of us know by now that investing in an OZ offers significant federal tax benefits, but the value extends beyond that. The program gives real estate investors with a “busted” 1031 exchange a silver-lining back-up option. It gives business owners who are thinking about selling their company a tax-advantaged reinvestment option. It gives individuals with low-basis stock positions in the market an incentive to harvest gains and diversify their holdings. In short, it opens up new doors when it comes to tax planning, estate planning and overall asset allocation.

This on-demand webinar will cover the following:

  • Properly quantifying OZ benefits to compare OZ and non-OZ investment options on an apples-to-apples basis
  • Understanding your “gain window” in a year of transition from draft to final regulations
  • Contrasting a managed portfolio versus a multi-asset fund approach and other OZ-specific due diligence best practices
  • Super-charging estate planning with OZ investments

We will also share a variety of tools we have developed to simplify these steps as well as showcase current OZ investment offerings available from Baker Tilly Capital.


Michael Fitzpatrick, Partner, Baker Tilly

James Munuhe, Partner, Baker Tilly

Who should watch:
  • High net worth individuals and family offices
  • Business owners and key management leaders
  • Investment advisors and attorneys

For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.

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