Tax Reporting & Advisory for Opportunity Zone Investors

Whether you’re a QOF sponsor, an investor, or a Qualified Opportunity Zone Business (QOZB), we handle
your tax filings at every level:
– Federal returns (including Form 8996 for QOFs and Form 8997 for investors)
– State-specific Opportunity Zone reporting, which varies by jurisdiction
– Local tax filings when projects are tied to municipal incentives or abatements
* Ensure accurate reporting and avoid penalties or missed elections.

The Opportunity Zone program is governed by IRC §1400Z-2, and new guidance continues to emerge:
– We stay up to date with IRS regulations, proposed rules, and private letter rulings.
– We answer complex questions about the 10-year basis step-up, capital gain eligibility, and qualified property
tests.
* Translate legalese into actionable insights tailored to your deal.

Opportunity Zones are about more than tax deferral-they’re about tax optimization:
– Structuring for the 5-, 7-, and 10-year milestones
– Combining OZ benefits with LIHTC, NMTC, 1031, or bonus depreciation
– Navigating gain triggers (refinancing, asset sales, distributions)
* Build a strategy aligned with your goals and investment timeline.

If questions arise or an audit is initiated:
– We respond to routine inquiries and complex disputes
– We help document compliance with Opportunity Zone regulations
– We coordinate with CPAs and legal counsel to protect your OZ status
* Sleep easy knowing your investment is supported.

Opportunity Zones are a powerful tool to grow wealth and revitalize communities. We help you do
both-compliantly and strategically.