An Opportunity Zone Fund (QOF) allows you to support emerging communities while deferring capital gains taxes from the sale of various assets, including real estate, stocks, bonds, collectibles, and even your personal residence.
Reinvest your profit
In most states, you can defer capital gains taxes by investing in an Opportunity Zone Fund. If you hold the investment for at least 10 years, any profits from the sale are exempt from capital gains taxes.Opportunity Zone rules
Current tax law allows investors to defer federal taxes on capital gains until 2026 by reinvesting them into an Opportunity Zone Fund within 180 days of the sale. Most states follow the Federal laws.New Legislation
Starting in 2027, new Opportunity Zone rules become permanent and allow investors to reinvest capital gains into Opportunity Funds to defer the original gain for up to five years and receive a 10% basis step-up, while still allowing tax-free appreciation after a 10-year hold.Current Opportunity Zone Fund Offerings
No offerings available.
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