Opportunity Zones

Realize investment opportunities, position yourself for tax benefits, and foster community redevelopment.

Whether you’re a business owner, investor, fund manager, or real estate developer, CLA can help you take advantage of the Opportunity Zone tax incentives.

What’s on your mind?

  • Accessing capital
  • Understanding the benefits and qualifications of the program
  • Diversifying your real estate portfolio
  • Expanding your business or launching a start up
  • Uncovering long-term investments that defer taxes and exclude capital gains
  • Properly structuring and administering Opportunity Zone funds

Create opportunities with CLA

CLA has deep experience across a broad spectrum of potential Opportunity Zone (OZ) fund stakeholders, so we can translate how these incentives, established in the Tax Cuts and Jobs Act, apply to you.

Our CPAs and wealth advisors are immersed in the real estate field, the investment market, tax reform, and the industries our clients operate businesses in. We can help you make clear decisions and realize the full benefits of the Opportunity Zone program before the initial December 31, 2019 deadline.

Our professionals can also help you combine this fund with new markets and historical rehabilitation tax credits or cost segregation studies. As Economic Investment Group (EIG) coalition members, we will keep you apprised of the direction of Qualified Opportunity Zone (QOZ) funds over time.

Qualified Opportunity Zones mapping tool

Use our interactive map to find qualifying Opportunity Zones and census tracts that may qualify for the New Markets Tax Credit (NMTC). Click “new map” in the upper left corner to switch between these two views.

Contact us to explore the benefits of the Opportunity Zone program.

Services for Qualified Opportunity Zone funds

Individual, family office, and institutional investors

Business owners and real estate developers

Fund managers and sponsors

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.