Opportunity Zones

  • YOUR FUTURE EQUITY GROWTH IS TAX FREE
  • Aggressive tax benefits for future equity growth
  • OPPORTUNITY ZONES ARE AVAILABLE THROUGHOUT THE US
  • There are over 8,000 opportunity zones available
  • SELECT YOUR PROJECT AND DEVELOPER
  • Underwrite the project and the developer well
  • TIMING REQUIREMENTS WILL AFFECT TAX BENEFITS
  • Ozone rules will affect your capital gain tax deferral
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    Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner.

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