Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.

Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.

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Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.

Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.

Home » Industry Expertise » Opportunity Zones

Opportunity zones

Location, location, location

More than curb appeal, Opportunity Zones are new location-based tax incentives that may sweeten your business deal.     

OZ Resources and Helpful Links

  • Opportunity Zones PPT - Dec 09, 2020 Seminar
  • Form 8996 Qualified Opportunity Fund (Sample)
  • Form 8997 Initial and Annual Statement of QOZ investments (draft)
  • Colorado Opportunity Zone Resources
  • OZ national searchable map
  • OZ Best Practices - June 2020
  • Opportunity Zones + COVID-19
  • Map of Opportunity Zones in Pike Peak region
  • Direct v. Indirect OZ Investment Requirements
  • Colorado Springs Region Opportunity Zones Prospectus
  • White House – Opportunity Zone Completed Actions (01.31.20)
  • White House Opportunity & Revitalization Council – OZ resources and helpful links
View Full Map

Meet your Opportunity Zone tax specialists

Jared Usrey

Advisor Bio »

Chris Hambor

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Justin Barron

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Grant Westerfield

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Trinity Bradley-Anderson

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We help identify what you may need now and what may be coming down the pike. 

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May 2, 2023
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