Opportunity Funds

Opportunity Funds are:   (1) a  tax savings strategy and (2) a business funding source.  This website give you the information and resources you need to be part of the Opportunity Fund revolution.

Taxpayers

Opportunity Funds save taxes.  Do you have appreciated assets, like stocks, bonds, real estate, art or autos?  Before the Opportunity Fund, you couldn’t sell those assets without paying huge taxes (typically over 25%) on the gain.  Now, by using an Opportunity Fund Rollover, you can sell an appreciated asset and pay no taxes for 8 years! Learn more here.

Opportunity Funds

Opportunity Funds are the hub of the wheel.   Taxpayers invest Capital Gains in Opportunity Funds to achieve tax benefits.  And Opportunity Funds, in turn, invest that money in Opportunity Zone Projects.  Here are the most recently registered Opportunity Funds. Click here to see all registered Opportunity Funds

Opportunity Zone Projects

Opportunity Zone Projects are the rubber on the road.  Taxpayers and the Opportunity Funds succeed by choosing good Opportunity Zone Projects.  Here are the most recently registered Opportunity Zone Projects. Click here to see all registered Opportunity Zone Projects.

Service Providers

Service Providers are the mechanics. This Opportunity Fund stuff is new and complex. Whether you are a Taxpayer, Fund Organizer, or Project Sponsor, you will need to connect with professionals like accountants, attorneys, consultants, brokers, lenders, financial advisors, and other experts in the Opportunity Fund space. Here are the most recently registered Service Providers. Click here to see all registered Service Providers.