Opportunity Zone Impact Services
Impact Services
From early exploration of Qualified Opportunity Zones (QOZ) to learning more to fund formation to fund administration to exit strategies. We are here for you every step of the way.
Step 1: Planning, Education & Resources
Learn more, plan, connect with resources and prepare for your fund launch.
Fund strategy
Investment planning
Compliance deadlines scheduling
Fund structure options
Investment structure options
Initial compliance review
Connect with resources to help you achieve your goals
Eligible gain assessment
Step 2: Fund Formation
Fund formation strategies, deadlines and compliance.
Review various Fund strategies
Analysis of Fund deadlines
Fund entity set up and registration
Review Fund compliance
Management company set up and registration*
Operating agreement(s)
OZ Fund designation and compliance
Capital gain documentation and deployment
Fund compliance monitoring framework
Step 3: QOZ Investments
QOZ investments in real estate or operating businesses, we can guide you through the compliance before investment, semi-annual compliance deadlines and exit strategies.
Analyze investments for QOZ compliance
Document investment compliance at date of investment
Document investment semi-annual compliance
Track investment income and returns
Track improvements
Track compliance metrics
Step 4: Fund Administration
Whether a QOZ Fund for your own investments, or combining with other investors we can manage your Fund administration requirements.
Semi-annual compliance measures and documentation
Follow-on investment strategy and documentation
Fund accounting
Partner reporting
Tax return preparation
Investment tracking and compliance
Partner acceptance compliance
Return calculation and reporting
Tax reporting and capital gain investment deadlines
Step 5: 10-Year Hold
Planning for Investment and Fund Exits
Investment exit options
Management of 10-year hold period
Follow on capital gain investments
Tax compliance monitoring
How can we help?
Do you have a question about Opportunity Zones or starting your QOZ Fund?
Schedule a time below, or let us know your question and we will be in touch soon!