EFTA Document EFTA01378889

Why Invest in Opportunity Zones? Tax Benefits Impact ■ Tax Deferral of Capital Gains until 2026 - gain can come from almost any investment - stocks, bonds, real estate, art, business sale ■ Tax Reduction - rollover gain reduced by 10% or 15% if investment in the QOZ is held for at least 5 or 7 years, respectively ■ Tax Forgiveness - if held for >10 years, no tax on capital gain on the new investment ■ Applies to federal capital gains tax and most states capital gain tax ■ Potential to be