Are Opportunity Zones in Your Portfolio?

By March 9, 2019 August 5th, 2019 Tax Consulting
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.


Quick Insights
  • 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.


Explore the possibilities with Sansiveri.
Interested in this breakthrough investment opportunity? Give us a call at 401-331-0500 or reach out to our tax experts, who are ready to offer advice and guidance.
David A. Gobeille, Partner
David has over 30 years of tax and consulting experience, providing tax planning advice to family owned and closely held businesses to help them to reduce and manage their tax costs and ensure compliance with all federal and state tax laws.
Michael A. DeCataldo, Partner
Michael, who also is the managing member of SK Wealth Management, L.L.C., our fee-only financial planning arm, has been advising Sansiveri clients in the areas of tax, accounting, and financial planning since 1983.

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