Park View OZ REIT is a Qualified Opportunity Zone Fund (QOF). We give all investors access to powerful opportunity zone tax incentives and provide the flexibility needed to create a myriad of tax-efficient wealth management strategies. The proceeds of this offering will be invested in opportunity zone properties throughout the U.S. Our structure is highly advantageous for investors with capital gains, facilitating compound growth through a highly tax-efficient investment.
Learn more about Park View OZ REIT from our offering circular on the SEC.gov website.
Discover how we help investors maximize opportunity zone tax incentives through our Qualified Opportunity Fund.
Published in the August 2023 issue of Practical Tax Strategies, a Thomson Reuters journal, Michael Kelley discusses a dozen ways to enhance tax-efficient financial plans with Qualified Opportunity Funds. He illustrates the numerous strategies that can be used to defer or eliminate capital gains, leading to financial freedom and wealth.
Originally published in multiple Thomson Reuters’ journals, Michael Kelley describes a new wave of Qualified Opportunity Funds that offer shares of stock instead of the traditionally limited partnership interest. Investors and financial planners can enjoy the accessibility of stock ownership. Additionally, stock ownership allows investors to control their holding period. QOF’s tax incentives can now be tailored to maximize the benefits for each investor’s unique financial needs.
Irrevocable grantor trusts (IGTs) have long been used to pass down appreciating assets, such as family businesses or real estate, through generations. IGTs’ flaw are that it can make capital gains tax worse. Qualified Opportunity Funds can eliminate these capital gains taxes. It is a powerful pairing.
This webinar covers how opportunity zone incentives can deliver improved financial planning strategies and results. Learn about the OZ initiative, its benefits, and how these tax incentives now can be accessed by all investors, not just accredited investors.
Topics discussed include how generational tax plans can benefit from pairing QOFs with irrevocable grantor trusts and how QOFs can be used in conjunction with, or instead of, 1031 exchanges, which were adversely affected by the 2017 Tax Cuts & Jobs Act.