OZ INVESTED SERVICES

QOF/QOZB Formation

Initial consultation to determine optimal investment structure.
Prepare Opportunity Zone compliance checklist for business formation documents.
Access to our Opportunity Zone Simulator customized to match your investment structure.
File QOF formation documents with IRS.
File Form 8949 for investors with IRS.
Prepare 31-month Working Capital Safe Harbor plan

Property Acquisition

Identify potential business ideas.
Facilitate purchase of Opportunity Zone real estate property.
Provide property valuations based upon the addition of your business to the area.
Source bids from real estate developers.
Create construction compliance checklist.

QOF Administration

Manage QOF accounting.
Test and certify QOF compliance.
Test and certify QOZB compliance.
Prepare and file yearly QOF tax documents (Form 8996 and Form 8997) with IRS.
Prepare and file yearly QOF tax returns (federal, state, local).
Continuous updates to Opportunity Zone Simulator to match investment performance.
Provide semi-annual investor reports detailing investment performance.

QOF/QOZB Dissolution

Consultation on optimal sale timing and transaction structure to maximize returns.
Developing QOZB and QOF dissolution plan.
Preparing and reviewing final sale structures.
Assistance facilitating QOZB or QOF asset or equity sales.
Preparing and filing final tax returns for the QOF and investors.