Tired of searching the internet and only getting answers that do not match your Opportunity Zone questions? Or maybe what you read is wrong or outdated? A personal consultation with The CPA Attorney will answer your questions, your scenarios, and your concerns with proper guidance under the laws. All guidance is tailored to the caller.

          For the Opportunity Fund – How to start a fund, guidance for your fund, investments for your fund, rules for investing your fund, workarounds, and alternatives for your fund.

          For the Individual Investor – Explaining what are opportunity funds, how to invest in opportunity funds, the advantages of opportunity funds, the tax incentives for opportunity fund investing, the time frames for investing, how to defer capital gains, how to have your investment grow tax free, and to see how you can take advantage of this new law before your timeframe expires.

          For those wanting information – Explanations of the opportunity zone laws and how to apply them.

          The CPA Attorney has studied, attended seminars, and practiced under the new Opportunity Zone laws promulgated by the 2017 Jobs Act at 26 U.S.C.A.§1400Z. The CPA Attorney has read and applied the Internal Revenue Guidance originally released and supplemented. The CPA Attorney has your answers for Opportunity Zone investing. Being both a CPA and attorney, all questions are answered and all planning provided. Why ask your CPA then your Attorney, when you can ask both at the same time?

Consultations are individually tailored and are $400 an hour, $1,000 minimum.