Free tools

Free opportunity zone tools, ready right now.

Six things you can use right now, and most of them need no email at all.

Free webinar on the new OZ reporting rules

One hour on Zoom, October 21 at 1 PM Eastern. The new rules, the tests and the monthly job, with five free tools for every registrant.

Type any address and see its census tract, whether it is a designated zone, and whether the rural flag applies.

A free, editable Word agreement that has the business deliver its Section 6039L statement and Form 8996 data to the fund on fixed dates.

Gives QOF investors one list of what to share with their CPA and when to check in. Free in PDF and Word.

Document your written plan's December 31 checkpoint. What was received, what was spent or under signed contract, dated against the plan itself.

The new reporting rules in plain words. Who files what, when each date lands, and what it costs to miss one.

OZtown is an easy-to-follow interactive simulation of exactly how QOFs work through an entire year.

Learn about qualified opportunity zones and fund filing requirements with short-form content ideal for training and educational needs.

After the tools

Thirty minutes on a call, and you leave with a clear path to easy, penalty-free management.