How to maximize your investment potential by forming your own Opportunity Fund

Sovereign Confidential

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One of the greatest returns on your investment that you can achieve risk-free is legally lowering your tax burden.


That’s why Opportunity Zones (OZs) are such an incredible investment opportunity. These 9,000 or so geographic zones, spread out across the US, need investment money to improve their local economies.


And in return for your investment (of recently realized capital gains) in them, you get to defer that huge capital gains tax you would otherwise pay now.


And the longer you hold the investment, the greater your tax savings.


You invest in Opportunity Zones through a special vehicle – Opportunity Fund.


Don’t worry, this is not a hedge fund or anything complicated, but rather just a simple corporation or partnership that finds OZ investments.


In today’s report, we give you step-by-step instructions on how to form your own Opportunity Fund, and how to keep it compliant.


Although you don’t need your own fund to invest in OZs – you can invest through one of many already existing public funds – forming your own fund means more flexibility in your investment choice.


Opportunity Zones are a huge opportunity for both investors and the beneficiaries they help.


Learning more about them is just one more way to expand your financial liberty.

One of the greatest returns on your investment that you can achieve risk-free is legally lowering your tax burden. That’s why Opportunity Zones (OZs) are such an incredible investment opportunity. These 9,000 or so geographic zones, spread out across the US, need investment money to improve their local economies. And in return for your investment…

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