Guide Updated August 8, 2025
Opportunity Zones (OZs) offer investors a unique chance to reduce capital gains taxes while fueling economic growth in underserved communities. Our Investor’s Guide to Opportunity Zones delivers expert insights, step-by-step guidance, and strategic planning tools - now updated to reflect the One Big Beautiful Bill Act (OBBBA) and the next phase of the OZ program (OZ 2.0).
In this guide, you'll learn how to:
Whether you're a high-net-worth investor or advising clients, this guide simplifies the complex and highlights how recent updates may expand planning opportunities under the modernized OZ rules.
To request your copy of Investor's Guide to Opportunity Zones, please complete the following form and the Guide will be sent directly to your inbox.
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