​Investing Work?

The Tax Cuts and Jobs Act included a new federal incentive—Opportunity Zones—meant to spur investment in undercapitalized communities. Any corporation or individual with capital gains can qualify. The program provides three tax benefits for investing unrealized capital gains in Opportunity Zones:

Temporary deferral of taxes on previously earned capital gains.

Investors can place existing assets with accumulated capital gains into Opportunity Funds.   Those existing capital gains are not taxed until the end of 2026 or when the asset is disposed of.

Basis step-up of previously earned capital gains invested.

For capital gains placed in Opportunity Funds for at least 5 years, investors’ basis on the original investment increases by 10 percent. If invested for at least 7 years, investors’ basis on the original investment increases by 15 percent.

Permanent exclusion of taxable income on new gains.

For investments held for at least 10 years, investors pay no taxes on any capital gains produced through their investment in Opportunity Funds (the investment vehicle that invests in Opportunity Zones).

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"The Most Unbelievable Tax Break Ever"  - Forbes Magazine

Is my project in an Opportunity Zone?

Check your address against the IRS-approved interactive Opportunity Zone map provided by CDFI Fund.  Click the button below. 

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Opportunity Zones' Biggest Myths

America's corporate tax rate is no longer the most controversial part of the Tax Cuts and Jobs Act of 2017.

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IRS Opportunity Zone Resource Page

Click the button below to review Opportunity Zone guidance and resources from the IRS.