Advantages of Opportunity Zones and 1031s

Proactive Solutions To Address Your Taxable Event

Looking for ways to offset your long-term capital gains? We can help!

Have you considered the Qualified Opportunity Zone Program?

The Qualified Opportunity Zone Program was created by the Tax Cuts and Jobs Act of 2017 as a tax-incentive program designed to encourage long-term private sector investments.

Investors, which can be individuals and certain entities, may receive a combination of potential tax benefits when short and/or long-term capital gains are invested in Qualified Opportunity Funds and held for the required timeframe.

Opt-in today to gain clarity about the program and learn about the potential tax advantages. When you opt-in, you’ll receive an educational video to watch at your leisure.

Meet The Facilitators From Forward Accountancy

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Created by:

Forward Accountancy

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The potential tax benefits of investing in a QOF apply to federal income taxes. Tax benefits fall into three categories: Deferral, Reduction, and Elimination.

In order to receive tax benefits through the QOZ Program, investors must recognize capital gains from the sale of an asset and, generally, invest those gains into a QOF within 180 days of selling the asset. However, there is flexibility in the timing for certain capital gains.

Due to the complexities of the QOZ Program, individuals considering an investment in a QOF should consult a qualified professional for financial, tax, and legal advice.

Opt-in to watch our educational video today.

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