Better Together: Utilizing Both Roth IRAs and QOFs to Boost Tax Free Savings
Learn how Roth IRAs and QOFs can strategically work together to boost long-term investment performance and growth potential.
Opportunity Zone Tax Incentives for U.S. Taxpayers Abroad: When They Work, and When They Do Not
Learn how Opportunity Zone tax incentives apply to international taxpayers, U.S. expats, green card holders, and nonresident aliens.
Mind the Gap
A bridge strategy using QOF reinvestments can help investors navigate the 2026–2027 OZ “dead zone” while preserving tax benefits and flexibility.
Removing Investor Accreditation Expands Opportunity Zone Access
Removing accreditation barriers opens QOFs to more investors, offering potential tax-free growth and community impact.
Opportunity Zones 2.0 Legislation Could Transform Tax-Free Investing
Congress may overhaul Opportunity Zone rules. Learn how OZ 2.0 legislation could impact your investment strategy.
From Cash to QOF: A Smart Tax Strategy
Want to invest in a Qualified Opportunity Fund but only have cash on hand? Learn how to make your funds QOF-eligible by triggering a capital gain—unlocking powerful tax benefits in just a few steps.
Tax Season Support: Your Guide to QOF Tax Form Information
The tax advantages of a QOF investment can be significant, but they need to be correctly reported to the IRS. To make filing easier, our Tax Form Information Page consolidates all essential tax filing resources into one convenient location.
QOFs Offer More Than Two Decades of Roth IRA-like Tax-Free Compound Growth
QOFs and Roth IRAs function very differently but they share the ability to deliver tax-free growth. QOFs offer tax-free compound growth without the income limits, annual contribution limits, or early withdrawal penalties that Roth IRAs have.
8 Ways Qualified Opportunity Funds Can Benefit 1031 Exchange Investors
Discover how investors and 1031 exchange practitioners can utilize unique options to enhance tax-efficient portfolio construction.
Why 1031 Exchange Investors Should Embrace Qualified Opportunity Funds
1031 exchanges are a staple of tax-efficient financial planning. In this blog post we’ll examine how qualified opportunity funds (QOFs) can enhance, and in certain situations replace 1031s.