BENEFITS FOR INVESTORS

Any person or entity that has a short or long-term capital gain subject to U.S. taxation, from any source — stocks, bonds, real estate, private equity, etc. — may benefit from an investment in The Opportunity Zone Fund of America   .

Potential benefits for investors include:​​

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  • Deferral of taxation on gains invested in the Fund.

  • Reduction in taxes relative to gains invested in the Fund.

  • Exclusion of taxation for gains generated by the Fund.

BENEFITS FOR INVESTORS

DEFERRAL OF TAXATION ON GAINS

REDUCTION IN TAXES RELATIVE TO GAINS

EXCLUSION OF TAXATION FOR GAINS

TIMELINE

* Under certain circumstances, a partner in a partnership may invest capital gain dollars in a QOZF within 180 days from the end of the partnership’s taxable year.

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