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What are the benefits of Qualified Opportunity Fund investments?

By Opportunity Zone Expo Staff 

The benefit of rolling capital gains into a Qualified Opportunity Fund is getting a tax reduction or eliminating any capital gains tax. Investors have 180 days to reinvest their gains into a Qualified Opportunity Fund. The longer the investment is held — up to 10 years — the better the tax benefit.

If an investment is held in a Qualified Opportunity Fund for five years, the tax on capital gains will be reduced by 10 percent and if held for 7 years, it will be reduced by 15 percent. After 10 years, it would be eliminated.

The option provides an alternative to 1031 exchanges, which only apply to real estate.

Join us at the Opportunity Zone Expo May 9 & 10, 2019.