In the Zone: A Primer on Opportunity Zones

Overview

Investments into qualified Opportunity Zone Funds offer attractive tax benefits, while catalyzing capital inflows into economically distressed communities. However, prudence is necessary in evaluating these investment opportunities as they come to market. The tax benefits will not outweigh the negative consequences of a bad investment. While the proposed IRS regulations are not final and questions remain, Opportunity Zones offer an exciting space to monitor and evaluate for tax-sensitive and impact investors.

Advisor Thinking