FA Whitepapers

Recent White Papers  | Market and Economic Outlook

September 2019    

Opportunity Zone Operating Businesses:
Private Equity Returns Without The Tax Bill

By now, we assume that most financial professionals have at least heard about Opportunity Zones and have a basic understanding of the tax benefits of investing in a Qualified Opportunity Zone Fund (QOF). As a result, this white paper is intended to provide a brief overview of Opportunity Zone basics as a refresher, and to get in to more advanced Opportunity Zone related topics around investing in Opportunity Zone businesses to keep the conversation moving forward as this innovative Federal program gains momentum.