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