Medical Professionals

Medical professionals such as doctors and dentists who are selling their practices, shares in a partnership, or other business interests may face significant capital gains tax liabilities.

By reinvesting those capital gains into a Qualified Opportunity Fund (QOF), you can take advantage of the Opportunity Zone program to defer and potentially eliminate those taxes. This strategy offers a powerful way to preserve more of your earnings, diversify into real estate, and plan for long-term tax-free growth. For those considering an exit or transition in the near future, Opportunity Zone investing presents a timely and strategic financial planning tool.

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.