Article on Jul 10, 2025 Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill Game-Changer Alert: Opportunity Zones Just Got Permanent Status** The "One Big Beautiful Bill" transforms opportunity zones from temporary experiment to permanent tax strategy, creating unprecedented opportunities for savvy investors. Rural investments now receive enhanced 30% basis step-ups (versus 10% standard), plus reduced improvement thresholds. With zones being redesignated every decade starting 2027, and special advantages for rural energy projects, the timing window is critical. The transition period creates both urgency for current program benefits and strategic positioning for the streamlined 2027 framework. This represents the most significant community development tax incentive overhaul since 2017—with permanent status changing everything.
Article on May 14, 2025 The Future of Opportunity Zones: Outlook for 2025 and Beyond As Opportunity Zones approach their 2026 expiration date, this innovative tax incentive program stands at a crossroads. Created through the 2017 Tax Cuts and Jobs Act to channel private investment into underserved communities, the program now faces three potential paths: a simple timeline extension, zone reevaluation with possible expansion, or permanent program status. The Future of Opportunity Zones: Outlook for 2025 and Beyond With billions already invested and the current administration's strong support, stakeholders are watching closely as Congress considers the program's future. While success stories like Erie, Pennsylvania show transformative potential, struggling areas like Clay County, Kentucky highlight the need for thoughtful refinements.
Article on Sep 9, 2024 One Way to Stay Ahead of Inflation: Qualified Opportunity Funds Learn the potential benefits of utilizing Qualified Opportunity Funds (QOFs) as a strategy to combat inflation within an investment portfolio. This article highlights how investing in QOFs can offer tax advantages and potentially hedge against inflation by diversifying one's investment portfolio.
