Opportunity Zone Investing - A Unique Investment Strategy

The Opportunity Zones tax incentive was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative approach to spur long-term private sector investments in low-income urban and rural communities nationwide. We believe this to be an extremely unique investment opportunity for qualified clients. Capital gains deferral and advantages are a substantial part of the tax benefits investors may receive. We have created an SFMG Executive Summary of Opportunity Zone Investing. The piece covers:

• A description of Opportunity Zones
• An overview of Tax Incentives¹
• A comparative illustration of Opportunity Zones vs. Standard Portfolio Investments
• SFMG’s Unique Approach to Opportunity Zones

Click below to read our executive summary. Please do not hesitate to contact us to discuss the strategy in further detail.

¹Risks associated with Opportunity Zones include, but are not limited to:

• Failing to stay invested in an Opportunity Zone or Qualified Opportunity Zone Fund would decrease or even eliminate the tax advantage.
• Tax laws may change between now and the end of the investment period which could be in excess of 10 years.
• Final IRS tax regulations have not been issued as of January 31, 2019.