Due to predicted weather conditions, our office will have shortened hours on Thursday, 12/22, from 10 am to 4pm. Our Office will also be closed from Dec 23 to Dec 26 in observance of Christmas. We will return to regular business hours on Tuesday, Dec 27. Have a happy and safe holiday weekend.

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Due to predicted weather conditions, our office will have shortened hours on Thursday, 12/22, from 10 am to 4pm. Our Office will also be closed from Dec 23 to Dec 26 in observance of Christmas. We will return to regular business hours on Tuesday, Dec 27. Have a happy and safe holiday weekend.

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

Advisor Bio »

Justin Barron

Advisor Bio »

Grant Westerfield

Advisor Bio »

Trinity Bradley-Anderson

Advisor Bio »
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Your trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

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All the services you’ll ever need

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

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102 N. Cascade Avenue, Suite 400
Colorado Springs, CO 80903
Phone: 719.630.1186
Fax: 719.630.1187

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