Opportunity Zone Solutions for Investors, Communities and Businesses.
Accessible, personalized services to form, launch and manage your Opportunity Zone Fund, tracking compliance and milestones.
Get Your Exclusive Guide to Qualified Opportunity Zone Funds
Our approach
We combine investment, accounting, legal and management expertise specifically focused on Opportunity Zones (OZ). We will help you learn about Qualified Opportunity Zone Funds (QOZF) and manage your Opportunity Zone fund formation, compliance and administration. We have helped over 100 investors, fund managers and community partners understand how to best leverage Opportunity Zone investing since 2018.
Qualified Opportunity Zone Fund (QOZF) Formation
Ready to start your Opportunity Zone Fund? Let us guide you every step of the way. We have accounting and legal resources to insure compliance through the fund formation process. We will help you understand the intricacies of your vision and how to create an investment structure unique to your needs while complying with the OZ requirements.
Qualified Opportunity Zone Fund (QOZF) Administration
Our administration services guides you through fund, investor and investment compliance through each stage of your investment. We monitor assets and operations, perform compliance testing on applicable test dates, identify potential issues and timely filing of Form 8996 and other required tax filings. We’re with you every step of the way from formation to exit strategies to maximize returns.
About Opportunity Zones
Opportunity Zones were created under the 2017 Tax Cuts and Jobs Act Sec.1400Z. Designed to unleash up to $6 trillion of investor’s unrealized capital gains, turning them into catalysts for economic development in under-invested communities. There are more than 8,700 Qualified Opportunity Zones in the country, roughly equal to 20% of the qualifying census tracts.
Capital gains realized from investments in stocks, real estate, paintings, or practically any other asset that has appreciated in value may take advantage of this opportunity.
Get Your Exclusive Guide to Qualified Opportunity Zone Funds
Unlock Financial Potential and Drive Economic Growth:
Discover how you can transform your capital gains into significant tax savings and contribute to economic revitalization by learning about Qualified Opportunity Zone Funds (QOF). This innovative investment strategy outlined in our detailed guide offers a plethora of benefits, including deferral of capital gains tax, potential step-up in basis for your investments, and the enticing possibility of completely eliminating capital gains tax on certain QOF investments held for 10 years or more. Embrace the opportunity to not only enhance your financial portfolio but also make a positive social impact by investing in Qualified Opportunity Zones—areas specially chosen for their potential to flourish with the right financial boost.
Take advantage of this unique investment vehicle and understand the full spectrum of advantages it affords. To maximize the potential and ensure eligibility for the QOZ tax incentives, investors must reinvest capital gains from previous investments into a certified QOF within 180 days of the initial sale. This timely decision could unlock unparalleled tax benefits, set to sunset in 2048. Don't miss out on the opportunity to be part of this ground-breaking initiative that harmoniously marries financial growth with community development.
Enter your information now to access our comprehensive guide and start harnessing the power of your Qualified Opportunity Zone Fund today.
Our services
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Education
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Fund Formation
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Fund Administration
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Resources
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Founder
Opportunities like this don’t come around very often and finding the expertise to guide you through the tax code can be confusing and difficult to understand is critical.
Ms. Mackenzie has been a practicing CPA for over 20 years. When the 2017 Tax Cuts and Jobs Act was passed she and her partners recognized this unique opportunity started their own fund, Orlando Opportunity Fund.
Leveraging lessons learned from setting up her fund and helping over 100 investors explore and launch their personal Opportunity Zone Funds, Ms. Mackenzie and her team are eager to help with the unique complexities of your Opportunity Zone Fund.