Opportunity Zone Consulting
Katopody LLC is one of the few Texas-based CPA firms with experience in Opportunity Zone projects. We are actively involved in Opportunity Zone deals across a variety of industries.
From the inception of an idea, through the selection of an optimal site, to the raising of equity and deferment of capital gains, we guide business leaders and investors through the complex tax, transaction, and entity structuring issues which arise from the requirements of the tax incentive.
Site Selection
Our Location Intelligence team leverages all accessible information to identify sites which are most suited to a specific business. We link Geospatial Information and Data Sciences together with common sense to deliver locations based on the vision of the business leader.
Fund and Business Structuring, Formation, and Advisory
- Fund and Business Structuring
- Assistance in managing timing requirements for qualified capital gains
- Review of fund and business organizational documents
- Assist with financial modelling and provide assistance in maximizing tax benefits for investors
Compliance
- Opportunity Zone Property Tracking and development of procedures to ensure compliant operations
- Semi-annual tests for Qualified Opportunity Zone Funds and Opportunity Zone Businesses
- Bookkeeping
Tax
- Federal and State tax preparation
- Research
- Tax Planning and advisory service
Assurance
Our Opportunity Zone assurance services include audits, reviews, and compilations of Qualified Opportunity Zone Funds (QOFs) and Qualified Opportunity Zone Businesses (QOBs). We can also assist with adhering the generally accepting accounting principles (GAAP).