The “why” behind investing in opportunity zones
The opportunity zone (OZ) program, a product of the Tax Cuts and Jobs Act of 2017, enables investors to take unrealized capital gains and defer payment of federal gains tax by investing those gains as equity into a “new activity” within an qualified opportunity zone within 180 days.
Virtually any individual or entity required to report capital gains can receive opportunity zone benefits. This includes individuals, C corporations (including regulated investment companies and real estate investment trusts), partnerships, S corporations, and trusts and estates.
This informational presentation provides an overview of the program and the “why” behind investing capital gains into qualified opportunity zones. Our presenters also debunk the many misconceptions about the program.
The webinar also covers:
- An overview of the OZ program and tax benefits for investors
- Market update and program misconceptions
- How OZs fit into an asset diversification strategy using non-correlated investments
- How to use OZ investments for estate planning
- Available investment opportunities
For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.
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