Research, analysis, and perspectives on M&A, private equity, Opportunity Zones, AI value creation, and digital transformation for middle-market businesses.
The statute is already permanent. What moved this month is California's 620-tract cap, the December 31, 2026 recognition date, and proposed fund reporting. A briefing for owners, CPAs, RIAs, and wealth managers.
Do you have a qualifying gain and are you inside the 180-day window? Take the 60-second QOZ Eligibility Checker to see whether a Qualified Opportunity Zone deferral could fit.