Medical Professionals

Doctors and dentists selling a practice or partnership often face a sizable capital gains tax bill, while also seeking to diversify beyond their practice and reduce ongoing management responsibilities.

Opportunity Zones offer a tax-efficient way to defer capital gains and redeploy proceeds into diversified, professionally managed real estate without the time demands of operating another business.

Physicians can improve after-tax outcomes, diversify their investment portfolios, and transition from active ownership to long-term, tax-advantaged wealth preservation and growth.

About the Opportunity Zone Program

Qualified Opportunity Zones (OZ) were created as part of the Tax Cuts and Jobs Act of 2017.

These zones were designed to spur economic development and job creation in communities throughout
the country by providing tax benefits to investors with eligible capital gains.

The OZ program incentivizes long-term investment to revitalize underserved, often underdeveloped
communities across the U.S.

Eligible Gains

Investors have 180 days from the day the capital gains event occurs to invest into a Qualified Opportunity Zone Fund.

OZ Tax Benefits*

*These tax benefits are associated with the current OZ program (OZ 1.0), effective through 12/31/2026.