November 30, 2018
Are Opportunity Zones in Your Portfolio?
“We’re constantly on the lookout for advantageous opportunities that will lead to financial success and freedom for our clients.”Michael DeCataldoPartner
First, what is an Opportunity Zone?
An Opportunity Zone is an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.
A Brand New Way to Spur Growth
Investing in Opportunity Zones is a socially responsible decision that will improve communities and create jobs — while deferring or in some circumstances, even eliminating the tax on certain capital gains.
Opportunity Zones, designated by the U.S. Treasury, exist throughout the country.
This investment vehicle allows you to reinvest gains from one or more prior investments.
Opportunity Zones were designed to provide tax benefits for investors.
This economic development tool can lead to deferral or elimination of the tax on certain specific gains.