OZ INVESTED is an exclusive Opportunity Zone investment firm designed to manage every aspect of our clients Opportunity Zone investment, which specializes Opportunity Zone compliance and Qualified Opportunity Fund administration. Our tax attorneys play quarterback for our clients on their Opportunity Zone investments, and learn the intricacies associated with their particular ideas to create an investment structure unique to their needs, that will comply with all opportunity zone investment requirements, maximize growth, and minimizes yearly tax liability. Our tax attorneys are opportunity zone experts who offer clients unparalleled guidance through each stage of their investment.
Throughout the duration of the investment, our tax attorneys ensure compliance for our client's Qualified Opportunity Fund and Qualified Opportunity Zone Business, by monitoring assets and operations, testing compliance on the applicable testing dates, identifying potential issues that could derail the investment, and timing filing the Form 8996 with the IRS each year. Our firm will serve as our client’s Qualified Opportunity Fund administrator and work with our clients to facilitate operation of their investment fund in a manner that creates transparency for investors. When it is time for our clients to sell their investments, our attorneys work closely with our clients to develop an optimal exit strategy that maximizes returns.
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