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What is a Qualified Opportunity Fund?

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Join us for an in-depth Zoom session unpacking how the Big Beautiful Bill reshapes the landscape for Qualified Opportunity Funds (QOFs) and tax-advantaged investing in 2026.

We’ll break down:

  • New QOF provisions introduced in the updated tax code — including extended deferral windows and enhanced step-ups in basis.

  • How the reforms impact investors, fund managers, and advisors working within Opportunity Zones.

  • Strategies for compliance and optimization under the new legislation — from structuring entities to timing capital-gain rollovers.

  • Case studies showing how real-estate, tech, and healthcare investors can leverage these changes for tax-free growth and community impact.

This is a practical, high-level discussion for CPAs, wealth advisors, fund managers, and accredited investors looking to align with the latest federal incentives while maximizing return potential.

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