On September 27, 2023, H.R. 5761, the “Opportunity Zones Transparency, Extension and Improvement Act” was introduced as bipartisan legislation in the US House of Representatives. Among other things, ...
The federal qualified opportunity zone (QOZ) program was enacted in 2017 as part of the Tax Cuts and Jobs Act. It allows individual and institutional investors to tap into substantial tax incentives ...
The Opportunity Zone regime, originally established in 2017, has been permanently extended by Public Law 119-21, "An Act to provide for reconciliation pursuant to Title II of H. Con Res. 14" (the ...
Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to ...
We closed out the first half of 2025, making it an appropriate time to give the overall CEF space a fresh look for potential opportunities. As the broader equity indexes have been performing quite ...