Whitepaper: Opportunity Funds and Qualified Opportunity Zone Investing—An Investor’s Guide

Opportunity Funds are tax-advantaged investment vehicles created by the Investing in Opportunity Act—part of the tax reform passed in late 2017. The goal is to help spur greater private-sector investment in targeted communities across the country called Opportunity Zones.
This Whitepaper examines the tax advantages afforded to investments made within Qualified Opportunity Zones, as well as capital gains deferral timelines, market-specific case studies, and comparisons to other tax-advantaged investments.
Opportunity Zones & Opportunity Funds

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