Reinvest Capital Gains
Reinvest capital gains into a QOZ vehicle within 180 days of realization. Defer taxes on those original gains for 5 years.
QOZ Investment Benefits:
The following table compares two potential investments using the same $1 million pre-tax capital gain; one is a traditional, taxable investment, and the other is a QOZ investment.
After 10 years, the QOZ investment receives an after-tax return that is 50% higher than the traditional investment over the same time period.
Reduce Taxes
After 10 years, eliminate taxes on capital gains the QOZ vehicle generates.
Strengthen Returns
Boost after-tax return by more than 50%*
Section Title!
Significant Benefit to After-Tax Returns*
Traditional Investment ($)
QOZ Investment ($)
Capital Gains from Sale of Original Investment
$1,000,000
$1,000,000
Capital Gains Taxes Due @ 23.8%**
(238,000)
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