Riverside QOF
Census tract 17-031-8403
Tax Planning
QOZ fund · capital gains deferral
Defer capital gains with QOZ. QOF + QOZB structuring.
Opportunity Zones (created by 2017 TCJA) offer two big tax benefits: defer capital gains from any sale by reinvesting in a Qualified Opportunity Fund (QOF), and eliminate the gain on the QOF investment after 10 years of holding. Investment must be in designated Opportunity Zones (about 8,700 lower-income census tracts). Common uses: real estate development in zones, operating businesses in zones. We structure the QOF and QOZB.
How it works
How we handle Opportunity Zone, end-to-end.
Opportunity Zones (created by 2017 TCJA) offer two big tax benefits: defer capital gains from any sale by reinvesting in a Qualified Opportunity Fund (QOF), and eliminate the gain on the QOF investment after 10 years of holding.
1
Eligible gain identification
Capital gain from any sale (stocks, real estate, business sale) can be reinvested in a QOF within 180 days. Both short-term and long-term gains qualify. Some gains have specific rules (Section 1231 gains).
2
QOF formation
Form a Qualified Opportunity Fund (LLC or Corp) and self-certify QOF status on Form 8996. QOF must hold 90%+ in QOZ Property (either direct property in zone or stock/partnership interests in QOZB).
3
QOZB structure (if applicable)
Most QOFs hold a QOZB rather than direct property. QOZB is an operating business in the zone (LLC or Corp) with 70%+ tangible property in the zone, 50%+ income from zone activity, and less than 5% non-qualified financial property.
4
Investment + 10-year hold
Invest equity in QOZB through QOF. Hold for 10 years to fully eliminate the gain on the QOF investment. Deferred original gain is recognized December 31, 2026 (or earlier if investment is sold).
What we'll set up for you
A clean handoff, in four steps.
You give us the basics. We handle the state, the IRS, and the compliance clock so you can focus on the business.
01 · Name + Brand
A name that's actually available.
Real-time check against the state register, USPTO trademark database, and matching domains.
02 · State filing
Filed with the Secretary of State.
We submit your Articles, pay the state fee on your behalf, and return the stamped certificate.
03 · Federal IDs
EIN + the right tax setup.
Federal Employer ID with the IRS, plus state tax accounts when your business needs them.
04 · Stay compliant
Registered Agent + deadline tracking.
Your agent on file in every state, with every renewal and annual report tracked in one calendar.
Pricing
Transparent opportunity zone pricing.
Government fees pass through at cost. No upsells.
Single-investor QOF
$9999
Personal QOF + QOZB.
QOF formation, self-certification (Form 8996), QOZB structuring, operating documents. For single investor reinvesting personal capital gains.
Get startedMulti-investor QOF
$29999
QOF + securities documentation.
QOF for multiple investors. Includes private placement memorandum (PPM), subscription agreements, securities law coordination. For QOFs raising from outside investors.
Get startedComplete project structuring
$59999
QOF + QOZB + project documents.
Full project structuring: QOF, QOZB, real estate or operating business documents, lender coordination, investor documentation. For major QOZ projects ($5M+ invested capital).
Get started FAQ
About the Opportunity Zone Structuring Service.
What is an Opportunity Zone?
A designated lower-income census tract where investments qualify for special tax treatment. About 8,700 zones nationwide, designated in 2018. Includes parts of most cities and many rural areas. Check the QOZ map before investing.
What are the tax benefits?
Two main: (1) defer capital gains from any sale by reinvesting in a QOF within 180 days (deferral ends Dec 31 2026 by statute), (2) eliminate gain on the QOF investment after 10 years (basis stepped up to FMV at sale). The 10-year exclusion is the main attraction.
What is a QOZB?
Qualified Opportunity Zone Business. An operating business in the zone (LLC or Corp). Must have 70%+ tangible property in the zone, 50%+ income from zone activity, less than 5% non-qualified financial property. Most QOFs hold QOZB stock or partnership interests rather than direct property.
Do I have to use QOZ for real estate?
No. Operating businesses in QOZ also qualify. Many QOZ investments are operating businesses (manufacturing, tech, services) in qualifying zones. Real estate development is just the most-publicized use.
What is the December 31 2026 deadline?
Statute provides that all deferred gains will be recognized on Dec 31 2026 (or earlier if QOF investment is sold). After 2026, the deferral benefit is gone. The 10-year gain-elimination benefit continues for any QOF investments held 10 years.
Is QOZ getting extended?
Congress has discussed extending or modifying QOZ multiple times. As of 2026, no extension has been enacted. The Dec 31 2026 deferral end is in the statute. Most active QOZ investors are racing to close investments before the deadline.
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