Opportunity Zones HQ
Find Opportunity Funds for your Capital Gains
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Where are Opportunity Zones located?
The national map of Opportunity Zones is now in place. On June 14th, 2018 the Department of the Treasury certified the final round of states’ nominations, bringing the total number of qualified census tracts to more than 8,700 across all states, territories, and the District of Columbia. 1
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact our firm at firstname.lastname@example.org
OzonesHQ is a separate company, which is independent of Economic Innovation Group.
State Income Tax Benefits under Federal Opportunity Zone Program:
Dependent on the State where the investor is domiciled and if that State conforms with Federal Opportunity Zone regulations, that investor may be entitled to receive the same Federal Opportunity Zone capital gains tax benefits (deferral, reduction, and elimination of capital gains taxes) on a State income tax level. Check with your state department of revenue for any updates or changes not reflected on this map.
Investing in the Zone: Introduction to Qualified Opportunity Zones
The Qualified Opportunity Zone Program (“QOZ Program”), which established Qualified Opportunity Zones (“QOZs”), was created by the federal government in 2017 as part of the Tax Cuts and Jobs Act. This program is intended to encourage investment in lower income communities across the U.S., principally by providing certain tax incentives in return for committing long-term capital to these communities through investment vehicles called Qualified Opportunity Funds (“QOFs”).
Interested in the Delaware Statutory Trust 1031 Exchange Process?
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DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potential adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.
Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.
Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through representatives licensed with either Concorde Investment Services, LLC (CIS), member FINRA/SIPC, or RCX Capital Group, LLC (RCX), member FINRA. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS and RCX. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. To access RCX’s Form CRS, please click here.
Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
There is no guarantee investment plans will meet its objectives.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at email@example.com.