Investors in the stock market have done particularly well since the recession. The S&P 500 nearly tripled between 2009 and 2016. The Dow Jones Industrial Average rose more than 140 percent between 2009 and 2017. Investors are sitting on significant unrealized capital gains that could go a long way toward jump-starting communities. Enough incentive to attract the first investor or developer into a distressed area, which becomes a tipping point for additional investment.
Under the program, an investor can defer capital gains tax on realized gains if the gains are invested in a qualified Opportunity Fund within 180 days of the sale.
Initially, the tax basis is deemed to be zero. However, if the Opportunity Fund investment is held for at least 5 years, the basis is increased to 10 percent of the deferred gain. Holding the investment for at least 7 years, the basis is increased to 15 percent of the deferred gain. Finally, if the Opportunity Fund investment is held past December 31, 2026, the investor will be deemed to realize the deferred capital gains as of December 31, 2026. In addition, will pay capital gains tax on the amount of recognized gains as of that date (determined as described above, with basis adjustments if applicable).
The basis is then adjusted to equal the amount of the original Opportunity Fund investment. Finally, if the investor holds the Opportunity Fund investment for at least 10 years, the basis is deemed to be the fair market value of the Opportunity Fund investment and no capital gains tax will apply to the appreciation on the Opportunity Fund investment.
The Qualified Opportunity Zone program has the potential to induce measurable investments in designated low-income communities. This is an exciting new tool for designated rural and distressed communities throughout the United States. that also provides a meaningful tax benefit to investors and another business opportunity for financial intermediaries. What role will you play in the continuing growth and development of America?
This webinar provides information on the CTVZ Opportunity Zone Fund (“The Fund”). The Fund is designed to capture all of the Qualified Opportunity Zone tax benefits available to investors. It is structured to provide additional tax benefits that were created in the Tax Cuts and Jobs Act.
In this webinar, we discuss the following Opportunity Zone Fund information:
To request more information on investing from our Investor Relations team, visit our
Learn more about Opportunity Zone regulations here.
You must be an accredited investor to invest in this fund. Accredited investors must have income of $200K ($300K Joint) for the last two calendar years or a net worth of $1 MM + (not including primary residence). The third party certification we accept (from CPA’s, Lawyers, Verify Investor) are certifying the same income or net worth criteria. There are other ways to be accredited, click here to learn more.
This is not an offer to sell nor a solicitation to buy CTVZ Opportunity Zone Fund . That can only be done by our current confidential Private Placement Memorandum (“PPM”). This is considered a speculative investment for accredited Investors only, who can stand to lose their entire investment. Limited liquidity. The equity interests being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state’s securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the PPM or the disclosures provided therein. Securities offered by XXXXXXX..