Opportunity Zone Magazine Volume 1, Issue 3 | Page 17

17 Your Opportunity Zone Partner Blake Christian, CPA/MBT Top 25 OZ Advisor Investing in or creating a QOF or a QOZB requires careful analysis. The tax professionals at HCVT can help you evaluate the tax gain deferral and the business investment opportunities, provide recommendations for structuring, assist with tax compliance services, and provide assistance with the ongoing monitoring of the qualification of the QOF and QOZBs. We specialize in both operating businesses and real estate development and investments. We specialize in structuring Family Office OZ Funds and assist fund managers and investors with complex tax issues. With over 100 QOFs and QOZBs formed for our clients, we have developed several value-added elements to our clients’ OZ structures, including utilization of IRC Section 1202 Qualified Small Business Stock and layering in additional federal and state tax credits and incentives for maximum after-tax results based on our customized approach. About HCVT HCVT is a full service CPA firm that provides tax, accounting, business management, and mergers & acquisition services to private companies, closely-held businesses, public companies and high net worth individuals and family offices. We provide audit and assurance services to privately held businesses, funds, and employee benefit plans. We are a team of nearly 700 members, including over 100 partners and principals. We serve our clients from nine offices in Southern California, and offices in Northern California, Fort Worth, Texas, Park City, Utah, and Phoenix, Arizona. Validating the strength of our people and the success of our firm, HCVT has been recognized by Inside Public Accounting as one of the “Best of the Best” Firms for a record 15 consecutive years and Accounting Today recognized HCVT as a Top 100 Firm. To learn more about Opportunity Zones, visit us at www.hcvt.com/services-Federal-Qualified-Opportunity-Zone. Blake Christian, CPA/MBT [email protected] [phone] PC Office [phone] LB Office [phone] Cell www.hcvt.com OPPORTUNITYZONE.COM