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Securities offered through Quincy Wells Capital, LLC, member FINRA/SIPC.
QOZ Advisors is a marketing name used by QOZ Advisors LLC. QOZ Advisors LLC is not a registered broker-dealer or investment adviser.
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Resources
Practical questions and planning tools to help you prepare for a conversation about opportunity zone investing.
Where should you start?
Choose the question closest to your situation. You can read these resources before deciding whether to speak with Paul. No email address is required to use these resources.
New to opportunity zone investing?
Start with the relationship between the investment, your transaction and the questions for your professional team.
Read the opportunity zone overviewPreparing for life after a sale?
Use a six-step guide to organize your sale facts, cash needs and questions before the next conversation.
Open the business-sale planning guideWant to put a gain in perspective?
Enter a gain and an assumed rate to see a simple illustration. This does not calculate actual tax or opportunity zone benefits.
Try the assumed-rate calculatorNot sure what information to bring?
Use a printable checklist to organize your timing, priorities and questions. Keep sensitive documents out of an initial inquiry.
Open the conversation checklistConsidering a particular fund?
Prepare questions about the manager, investment risks, fees, reporting and access to your money.
Read the fund-review questionsExplore your sale situation
Your starting point helps frame the discussion. Read the page that matches the asset you are considering selling or have already sold.
Before using these resources
Does completing a guide or calculator qualify me to invest?
No. These resources help organize a conversation. Eligibility, suitability and tax treatment require separate review.
Should I send the completed worksheet to Paul?
You can keep it for your conversation. Do not include tax returns, account numbers or other confidential documents in an initial inquiry.
What if I am unsure about my timing or investment amount?
Estimates and unanswered questions are useful starting points. Our general investment guideline is $100,000. Smaller amounts may be considered case by case. Each offering has its own minimum investment and eligibility requirements. Meeting an investment amount does not establish investor qualification or suitability. A conversation does not commit you to an investment.