Discover the Tax-Smart Way to Invest in Communities That Need It Most

April 4, 2025

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:

• Establish and fund a Qualified Opportunity Fund (QOF) under the updated legislative framework
• Qualify for long-term, tax-free growth
• Evaluate real estate and operating business strategies within OZs
• Stay compliant with evolving IRS and recent legislative updates

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.