Opportunity Zones
Do You Owe
Capital Gains Tax?
Wingate Law is a leading authority in Opportunity Zone investments. Our expert attorneys help clients navigate complex regulations, maximize tax benefits, and achieve strong returns. With a proven track record of success, Wingate Law is the top choice for Opportunity Zone investors.
OPPORTUNITY ZONES EXPLAINED
USE YOUR TAX DOLLARS
TO
INVEST IN YOURSELF
WATCH THIS VIDEO >
Unlocking Investment Potential
Understanding Opportunity Zones
Tax Deferral
Investors can defer paying taxes on their original capital gains until the earlier of December 31, 2026, or the date they sell or exchange their investment in the Opportunity Fund, a tax incentive program aimed at stimulating investment in economically distressed areas known as Opportunity Zones, established as part of the Tax Cuts and Jobs Act of 2017.
Basis Step-Up
Long-term investors receive additional tax benefits. If the investment is held for at least five years, the investor's basis is increased by 10% of the original gain. If held for at least seven years, the basis is increased by 15% of the original gain. (update: legislation is pending in Congress up for renewal of this basis setup plan in 2025.)
Cap Gains Exclusions
Perhaps the most significant incentive is the potential for a full exemption from additional capital gains taxes on the appreciation of the Opportunity Fund investment. Investors who hold their Opportunity Fund investments for at least ten years are eligible for this exclusion, encouraging long-term commitment to the development of these communities.
"Wingate Law made navigating Opportunity Zone investments seamless and stress-free. Their expertise helped us maximize our returns and achieve our financial goals."
- John D.
Real estate Investor
"The team at Wingate Law is unparalleled in their knowledge and professionalism. They provided strategic guidance that was instrumental in our successful investments in Opportunity Zones."
-Sarah M.
Business Owner
"Thanks to Wingate Law we were able to unlock significant tax benefits and see impressive returns on our investments. Their dedication and expertise are unmatched."
​- Michael R.
Private Equity Manager
Are We the Right Fit?
Who can benefit from the Opportunity Zone program?​
​
-
Investors with capital gains seeking tax deferral.
-
Businesses looking to expand in economically distressed areas.
-
Real estate developers interested in new projects.
-
Entrepreneurs wanting to start businesses in qualifying zones.
-
Corporations aiming to diversify their investment portfolios.​
How Opportunity Zones Work:
​
1. Invest capital gains into a Qualified Opportunity Fund within 180 days.
2. Defer tax on those gains until December 31, 2026.
3. Reduce your tax liability by up to 15% if held for 7 years.
4. Pay zero taxes on new gains if the investment is held for 10+ years.
​
Why Partner with Wingate Law?
​
-
Experience - Wingate Law has been involved with the crafting of the OZ regulations from the inception of the law.
-
Personal Service - Tailored solutions for individuals, businesses, and corporations.
-
Expertise - Comprehensive legal and tax expertise.
-
Proactive - Commitment to maximizing your benefits while ensuring compliance.
Our Streamlined Process:
​
-
Free Initial Consultation: We assess your eligibility and investment goals.
-
Zone Selection: We help identify suitable Opportunity Zones based on your criteria.
-
Fund Structure: Our experts assist in setting up or choosing a Qualified Opportunity Fund.
-
Investment Strategy: We develop a plan aligning with both OZ regulations and your objectives.
-
Legal Compliance: We ensure all investments meet IRS and Treasury guidelines.
-
Ongoing Support: From due diligence to execution and beyond, we provide continuous legal counsel.
Unlocking Opportunity Zones.
Frequently asked questions
Do your clients need a tax strategy for capital gains?
Wingate Law can help you bring Opportunity Zones to your clients. Partner with us for expert guidance and offer a free consultation to maximize their financial growth today. This is the perfect tax-advantaged investment opportunity for your clients. We serve Financial Advisors, RIAs, and Business Brokers.
Discover expert guidance in Opportunity Zone investments with Wingate Law.
Contact us today for a free consultation to secure your financial future.
Get a free initial consultation today.
Tax Credits
Learn how Tax Credits could benefit you during tax season while helping your community.
Real Estate Development
Tax planning opportunities that can help you gain more capital and tax savings for your real estate projects.