Scope of Services
Identification & Analysis of Qualified Opportunity Zones (QOZs) & Funds (QOFs)
Evaluate and select eligible economically distressed tracts and funds aligned with investor objectives.
Comprehensive Tax Incentive Education
Explain deferral mechanics, step-up in basis, and permanent exclusion benefits for long-term holdings.
Value Assessment & Tax Simulations
Model time-value savings, IRR enhancement, and 10-year tax elimination via detailed pro forma analyses.
1031 Exchange vs. Opportunity Zone Comparison
Provide side-by-side evaluations to identify the optimal deferral strategy.
Structuring & Compliance Guidance
Advise on self-certification of QOFs (Form 8996) and deferral elections (Form 8997), and compliance with investment thresholds and asset-use tests.
Deferral Mechanism Advisory
Counsel on direct QOF investments and creation of bespoke funds, including capital-gain reinvestment timelines.
Curated Project Listings & Professional Introductions
Deliver unbiased listings of vetted projects and connect investors with accredited, affiliated sponsors.
Regulatory & Legislative Monitoring
Track federal and state program changes, proposed bills, and sunset provisions, with timely client briefings.
Accreditation & Documentation Support
Assist in verifying accredited investor status and compile requisite legal, tax and offering documents.
Resource Provisioning
Supply key IRS publications, tract maps, and state-specific Opportunity Zone data for ongoing reference.
Ready to Make an Impact?
Join us in redefining the future of Opportunity Zones. Reach out to learn how Ascension OZ can help you achieve your strategic goals and community impact. Let’s build a better tomorrow together.