Opportunity Zones
A powerful new tax incentive for real estate investors, venture capital, private wealth, family offices and private equity.
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By leveraging our expertise in real estate development, transactions and specialty tax planning, we are uniquely positioned to help potential investors and project sponsors take advantage of the opportunity zones program, which aims to spur long-term private sector investments in low-income communities nationwide.
We can help potential opportunity zones investors understand the tax planning implications of such an investment and align them with investment offerings. And we can help real estate companies and business owners integrate the program in their capital stack as appropriate.
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Project sponsor services
- Financial modeling showing the after-tax impact of OZ benefits and recommending strategies to optimize the capital stack
- Projected financial statements for private placement offerings
- Tax structuring for opportunity zone compliance
- Cost segregation studies to enhance returns through accelerated depreciation recovery
- Construction audit services to ensure adherence to construction contract terms
- Fund administration and investor relations
- Identify and source other credits and incentives
- Potentially raise capital through Baker Tilly Capital (subject to diligence and an approval process)
Investor services
- Tax planning to ensure OZ investments conform to your individual tax needs
- Assessment of your risk tolerance, investment objectives and other personal criteria to recommend suitable OZ investment options
- Due diligence on an investment option, project sponsor and OZ tax compliance
- OZ investment offerings representing a range of geographies and project types
