Opportunity Zones

  1. Randall Barrus

    Randall Barrus



  2. Todd Carpenter

    Todd Carpenter

    Managing Partner

  3. Garrick Gibson

    Garrick Gibson



  4. Chase A. Inda

    Chase A. Inda



  5. Michael Jakimzak

    Michael Jakimzak

    CPA, M.S.T.


  6. Tracey Nguyen

    Tracey Nguyen

    J.D., MBA


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 and compliance implications of such an investment. And we can help real estate companies and business owners integrate the program in their capital stack when applicable.

Stay one step ahead with valuable and timely OZ thought leadership.

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
  • Semi-annual OZ compliance testing
  • 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

Key considerations when reviewing OZ investments

  • What is the up-front, annual and profit-interest fee structure of the Qualified Opportunity Fund (QOF)?
  • Does the QOF have a shovel-ready project to ensure your capital will be invested within the required six months?
  • What is the track record of the project developer or business?
  • Does the project have strong economic fundamentals?
  • Does the QOF plan to have multiple OZ investments, which could complicate the exit strategy and jeopardize the elimination of gains?
  • Does the project forecast commensurate risk-adjusted returns?