Employees with Concentrated Equity

Professionals with significant stock-based compensation or equity from company growth have a unique opportunity to diversify their wealth and potentially reduce tax liability through Opportunity Zone investing. By reinvesting capital gains from stock sales into Qualified Opportunity Zone Funds, they can defer capital gains taxes until 2027 and potentially eliminate taxes on any appreciation from the Opportunity Zone investment if held for 10 years.

This strategy not only provides a powerful tax shield but also allows tech executives to diversify into real estate and other long-term assets in emerging markets, aligning their financial planning with both stability and impact.

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.