Novogradac is a national professional services organization that consists of affiliates and divisions in certified public accounting, valuation, and consulting. Novogradac is also a proven leader in the New Markets Tax Credit (NMTC) program and Opportunity Zone funding, with their…

Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide updates on Silicon Valley Opportunity Zones and what funds are currently proving attractive investment opportunities. Silicon Valley and surrounding communities have witnessed an investment case for…

What does it mean to be vertically integrated in the opportunity zones investment process? And how might vertical integration increase profits and shareholder returns? Chris Loeffler is the CEO of Caliber and serves as Chairman of the Company’s Board of…

Since its inception, opportunity funds have captured the attention of investors, asset managers, policymakers, community leaders, and financial institutions, with no sign of the trend abating. In fact, interest has been staggering due to the tax benefits, ranging from tax-free…

Misconceptions often cause investors to opt out of potentially profitable and viable investment opportunities. The Federal Opportunity Zone tax incentive program has had its fair share of uncertainties due to miseducation and confusion around alternative investments. But with the right…

Taxpayers can defer taxes by reinvesting capital gains from an asset sale into a QOF. To do so, IRS Form 8996 must be filed by all taxpayers holding an opportunity fund investment. Guidance on how to fill out this form…

Under the opportunity zones (OZ) incentive, taxpayers can defer taxes by reinvesting capital gains from an asset sale into a qualified opportunity fund. To do so, IRS Form 8997 must be filed by all taxpayers holding a QOF investment. Guidance…

How can the Ultra High Net Worths and family offices use opportunity zones as a strategy for social impact investing with great tax savings? And what rewards do opportunity zones have in store for family offices? Bob Hutchins is the…

A diversified investment portfolio has the ability to weather volatility and improve profitability. Coupled with alternative investment opportunities (namely real estate acquisition), diversified portfolios can maximize investor chances of achieving their financial objectives. But to achieve true diversification, it’s important…

Opportunity Zones provide many benefits, including federal capital gains tax advantages for investments made in these areas. Socially conscious investors are also turning their attention to opportunity zones, as QOFs offer local communities housing and supportive services for residents. Kim…