Qualified Opportunity Zones

Kenneth B. LiffmanChairman of the Board and President, McCarthy, Lebit, Crystal & Liffman Co., LPA

In their January 2019 Crain’s Cleveland article “Understanding the capital stack in an M&A Transaction,” Michael Makofsky and Joshua Berggrun stress the importance of sellers and buyers being mindful of the available financing strategies as they evaluate potential deals. Now that we understand the different combination of financing vehicles, a great investment vehicle is a Qualified Opportunity Fund that invests in Qualified Opportunity Zones and provides investors with significant tax advantages.

Learn more about buying and selling assets in Qualified Opportunity Zones here, you can also view the map here.

Contributing Advisors

Robert T. GlickmanManaging Principal, McCarthy, Lebit, Crystal & Liffman Co., LPA