Opportunity Zones

What are Opportunity Zones?

Created by the Tax Cuts and Jobs Act of 2017, the Opportunity Zone program offers federal tax incentives to investors who invest capital gains into low-income communities nationwide. Participating in this program allows investors to enjoy significant benefits including:

  • Tax Deferral – Defer taxes on invested capital gains until the end of 2026
  • Tax Reduction – Invested capital gains can get up to 15% step-up in basis
  • Tax Exclusion – Zero taxes on Opportunity Zone investments held for ten year

Services provided by Seminole Equity Partners – Investors

  • Fund management
  • Deal sourcing
  • Customized structuring (returns, risk, size, portfolio diversification)
  • Due diligence, governance and regulatory compliance
  • Asset management
  • Tax and professional opinions provided by leading firms

For more information, contact Rod Eckhardt at:
(727) 331-8438 or reckhardt@seminolefs.com

Opportunity Zones Program Resources
https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions
https://www.irs.gov/newsroom/treasury-irs-issue-proposed-regulations-on-new-opportunity-zone-tax-incentive
https://home.treasury.gov/news/featured-stories/treasury-releases-proposed-regulations-on-opportunity-zones-designed-to

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