Specializes in acquiring properties in distressed communities and Investing in them and provides investors a complete suite of tax, assurance, and advisory services related to all phases of an opportunity zone fund investment lifecycle. We provide a tax incentive for investors to re-invest their unrealized capital gains into Opportunity Funds that are dedicated to investing in Opportunity Zones. 

We identify qualifying opportunity zone investments, assist in structuring those investments to accomplish the specific goals of investors, advise on the operation of the investments, and the investor’s eventual exit from the opportunity zone investment.

Investors can defer and even reduce their federal tax liability on the sale of appreciated assets if they place their gains into a vehicle called an Opportunity Fund. These funds then channel pooled capital into equity investments in small businesses and real estate in distressed communities. Our approach is to spur long-term private-sector investments in low-income urban and rural communities.