Opportunity Zone Funds

Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity Zone investments. Beacon Hill will focus on Qualified Opportunity Zone Funds (“QOZF”) that invest primarily in real estate, and this summary will address that space. The potential tax advantages for …

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Clint Speaking at ‘Alternative Investment’ Conference

Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included the challenges of due diligence for new strategies such as Opportunity Zone Funds, ongoing due diligence and operational issues. If any of the discussion items below interest you, drop us …

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Opportunity Zone Fund Update

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us at Beacon Hill as one of the most promising arrows in our quiver for maximizing a selling business owner’s after tax returns. Rigid Requirements Create Potential Pitfalls The first set …

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