Free tools
Four things you can use without talking to anyone. Three of them need no email at all.
Type any address and see its census tract, whether it is a designated zone, and whether the rural flag applies.
Search an addressDocument your written plan's December 31 checkpoint. What was received, what was spent or under signed contract, dated against the plan itself.
Generate a reportEnter your fund year-end and asset level. Get both semiannual test dates, your filing timeline, and the section 6726 exposure math.
Open the calculatorThe new reporting rules in plain words. Who files what, when each date lands, and what it costs to miss one.
Read the eBookLearn about qualified opportunity zones and fund filing requirements with short-form content ideal for training and educational needs.
Open the handbookThe five step formation walk, with a free Delaware operating agreement and organizational consent drafted for captive funds.
Get the templatesThe mistakes these catch
Every one of these came up in the research, and every one is settled by something on this page in under two minutes.
It is 2026. The reporting applies to tax years beginning after July 4, 2025, which for a calendar-year fund means this year, filed next spring.
It is not a filing. It is a substantive test on your written plan, and missing it is a different problem from filing late.
Every business a fund owns furnishes its own signed statement, and it carries its own exposure for failing to.
After the tools
If the dates come back tighter than you expected, thirty minutes against your own structure is the next useful thing.
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