Among the newest revelations within the Tax Cuts and Jobs Act of 2017 are Opportunity Zones. The program intends to entice long-term private investments in distressed low-income communities by offering significant federal tax incentives to investors.
On this site, we strive to give taxpayers as much information as possible on this unique opportunity, of which anyone can take advantage.
Below are some resources to help you further understand the program, processes, timelines and opportunities. Bookmark this page for future reference, as we plan to add more information as it becomes available.
February 10, 2020, The Pennsylvania Institute of Certified Public Accountants (PICPA) interviewed Chris Catarino, CPA, MT, and Steven Rossman, CPA, MST, to discuss a Qualified Opportunity Zones-related topic, 1031 Exchanges. Listen here
July 15, 2019, The Pennsylvania Institute of Certified Public Accountants (PICPA) interviewed Chris Catarino, CPA, MT, and Steven Rossman, CPA, MST, to discuss Qualified Opportunity Zones. Listen here.
The Tax Warriors® Webinar Series
February 21, 2019, "The Experts Discuss Qualified Opportunity Zones" Listen to the recorded webinar
Tax Warrior Chronicles - Will Capital Gain Rate Changes Kill Opportunity Zone Investments? Quite the Opposite, in Fact - May 20, 2021
Tax-Filing Relief Can Open Door For Opportunity Zone Investing - Financial Advisor, February 16, 2021
Tax Warrior Chronicles - IRS Extends Relief for QOFs and Investors Effected by COVID-19 Pandemic - January 26, 2021
Tax Warrior Chronicles - IRS Grants Broad COVID-19 Relief to Qualified Opportunity Funds and Their Investors - June 9, 2020
Tax Warrior Chronicles - Opportunity Zone Must-Knows Before Year-End - December 26, 2019
Tax Warrior Chronicles - The QOZ Wait is Over (For the Most Part) - April 26, 2019
Construction & Real Estate - Scouting Report - Opportunity Funds, While New, Merit Scrutiny- Spring 2019
The Philadelphia Inquirer - Opportunity Zones: Rules Finally Come Out, and Yup, They're Complex (But Manageable) - January 7, 2019
The Philadelphia Inquirer - A Trump Tax Break for Investors In Some of Philly's Hottest Neighborhoods - September 24, 2018
Tax Warrior Chronicles - Opportunity Zones: Six Pages of the TCJA Create a Tax-Saving Opportunity for Everyone. - September 5, 2018
The Times-Tribune (Scranton, PA) - Municipal Officials Upbeat on Tax-Break Program - July 2, 2018
Guidance Issued by the IRS
Source Documents & Maps