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:
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.
* 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.