Keep Your Clients Informed on Opportunity Zones

Opportunity Zone (OZ) funds could present a great investment opportunity for your clients. Our white paper is specifically tailored toward CPAs, to help them make the best possible decisions for their clients.

What’s in the White Paper?

Our in-depth, easy-to-follow white paper for CPAs covers everything you need to know about OZ funds. Not only do these funds offer your clients the change to defer, reduce or even outright eliminate their capital gains, they do it while helping to redevelop American communities in need of greater investment. Read through our white paper for a comprehensive overview of:

  • How the OZ program works
  • Opportunities to reduce your client’s tax obligation
  • Investment timelines
  • OZ fund requirements
  • How your client’s tax rates factor in

Real-Life Examples

Our white paper can help you determine how such an investment would fit into your client’s profile. Through charts, timelines, hypotheticals and raw numbers, this document is designed to be simple to work through, helping you understand everything you need to understand to improve your client’s portfolio.

Download our white paper on Opportunity Zone Funds as seen in Columbus Business First! Please fill out the below form to get your free copy.

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