Opportunity Zone Consulting

Our Opportunity Zone (OZ) Consulting service focuses on maximizing the benefits of the federal OZ program for investors, developers, and communities.

Formation and Compliance: We assist in establishing Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs), ensuring compliance with federal regulations and deadlines to optimize tax incentives.
Tax Strategy and Reporting: Partnering with industry-leading tax professionals, we deliver detailed strategies to leverage tax deferrals, reductions, and exclusions for long-term OZ investments.
Investment Alignment: We help identify and structure OZ projects that align with both investor goals and community development priorities, ensuring measurable economic and social impact.

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