Tailored Solutions
CBIZ offers Opportunity Zone strategies tailored to your goals. Our team merges tax expertise, investment insight, and national resources to help you structure investments, remain compliant, and maximize returns.
Tax Advisory and Compliance
Assess eligibility, select investment structures, and fulfill IRS reporting obligations.
Entity Structuring
Establish tax-efficient Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs).
Investment Analysis
Evaluate potential returns and compare OZ benefits with other options.
Capital Gains Deferral Planning
Strategically schedule and allocate gains to maximize deferral and exclusion.
Integrated Support
Collaborate with accounting, valuation, and real estate specialists for a coordinated approach.
Who We Serve
Discover how Opportunity Zone incentives can enhance growth, reduce taxes, and help achieve your strategic goals across diverse industries.
Identify and organize projects within Opportunity Zones to optimize tax benefits and profitability while ensuring compliance.
Defer or lower capital gains with Opportunity Zone investments while aligning with wealth transfer and portfolio strategies.
Expand or move operations into Opportunity Zones to gain access to tax credits and incentives, grants, and other operational advantages.
Efficiently structure and manage Qualified Opportunity Funds while ensuring compliance and maximizing investor returns.
Identify projects that match Opportunity Zone incentives. Our team assists construction firms in partnering with investors and developers to seize growth opportunities and maximize project potential.
Leverage Opportunity Zone incentives to draw investors, promote innovation, and grow your operations. We assist tech companies in structuring their growth to qualify as Opportunity Zone businesses.
Real Estate & Development
Identify and organize projects within Opportunity Zones to optimize tax benefits and profitability while ensuring compliance.
Learn More
CBIZ assists real estate developers in evaluating eligible projects, designing deals for maximum tax benefits, and working with valuation, construction, and cost segregation experts. Our team ensures each investment supports long-term growth and risk management strategies.
High-Net-Worth Investors
Defer or lower capital gains with Opportunity Zone investments while aligning with wealth transfer and portfolio strategies.
Learn More
We assist high-net-worth clients in investing through Qualified Opportunity Funds, diversifying portfolios, and integrating OZ strategies with estate and succession planning. Our focus is on maximizing tax benefits while promoting long-term wealth objectives.
Consumer & Industrial Products
Expand or move operations into Opportunity Zones to gain access to tax credits and incentives, grants, and other operational advantages.
Learn More
CBIZ advises business owners on OZ-eligible locations, evaluates operational and tax advantages, and identifies potential grants or credits. Our team helps integrate these incentives into your growth and expansion strategy while reducing risk.
Private Equity
Efficiently structure and manage Qualified Opportunity Funds while ensuring compliance and maximizing investor returns.
Learn More
Our advisors assist with fund formation, investor relations, and compliance reporting. We offer due diligence, financial modeling, and strategic advice to help funds reach their performance goals and leverage OZ tax benefits.
Construction
Identify projects that match Opportunity Zone incentives. Our team assists construction firms in partnering with investors and developers to seize growth opportunities and maximize project potential.
Learn More
Construction companies play a vital role in bringing Opportunity Zone projects to life. We assist firms in assessing qualified projects, navigating tax and investment structures, and working with developers to seize growth opportunities in commercial, residential, and mixed-use developments.
Technology
Leverage Opportunity Zone incentives to draw investors, promote innovation, and grow your operations. We assist tech companies in structuring their growth to qualify as Opportunity Zone businesses.
Learn More
Tech and innovation companies in Opportunity Zones can qualify for substantial tax benefits and access investment capital. We assist businesses in determining eligibility, optimizing corporate structures, and leveraging Opportunity Zones to grow operations and attract investors.
