Understanding Qualified
Opportunity Zone Funds

Learn how you can may take advantage of tax incentives with this unique investment vehicle.

Qualified Opportunity Zone Funds may offer investors advantages over traditional investments in the form of tax incentives. Yet many qualifying investors may be missing out on this opportunity simply for lack of knowledge about how these funds work.

Download this easy-to-read guide to learn the basics of Qualified Opportunity Zone Fund investing.

  • What is a Qualified Opportunity Zone (QOZ)?
  • What is a Qualified Opportunity Zone Fund (QOF)?
  • Who is eligible to invest in a QOF?
  • What are the potential tax benefits?
  • How can I maximize my returns from a QOF investment?