Qualified Opportunity Zone Funds (QOZF)
This investment program was created under the Tax Cuts and Jobs Act of 2017.
Thousands of low-income communities in all 50 states, the District of Columbia and five U.S. Territories have been designed as Qualified Opportunity Zones.
This strategy allows an investor with capital gains, to defer taxes temporarily from the year incurred. The capital gains can come from many sources and the beauty of this strategy is you only need to invest the gains, not the entire proceeds, which is common in real estate 1031’s.
There are over 8,700 QOZ funds across the country, with different state-specific tax treatments, thus making it essential you understand where you are investing, what type of project and lastly, making sure to work with an experienced and vetted operator.
Frontier Wealth Strategies performs a thorough due diligence review on all investment opportunities to understand the risks and rewards before sharing them with our clients. Once we have identified an appropriate opportunity, we only recommend investing after we understand your needs and values, ensuring we can match the best investment opportunity for you.
As with all investments, there is a risk. Understanding the risk associated with an investment and your tolerance and time frame is important to us at Frontier Wealth Strategies. A discussion of the finer points of each opportunity should be thoroughly explored before investing.
Engaging with your advisor, CPA, accountant, and legal counsel is advised before making any decision
Frontier Wealth Strategies does not work on commission for any of our investment opportunities.