*Subject to strict compliance with the IRS & Treasury Department Rules and Regulations.
The Gravitas Fund is designed to capture the Qualified Opportunity Zone tax benefits made available to investors in the recently passed December 2017 Tax Reform Act. The Act created specially designated geographic districts that allows you to receive substantial tax breaks for investment capital. When the investment is held for 5 years, the tax basis in the original investment is increased by 10%, and after 7 years, an additional 5%. Once the investment is held for 10 years, you will recognize no capital ga
By investing in the Gravitas Fund, you can: (1) defer capital gains tax from the sale of appreciated assets until December 31, 2026, (2) lower capital gains tax by 10% after 5 years, and an additional 5% after 7 years due to an increase in the basis of the appreciated assets used to buy the fund interest, and (3) permanently eliminate capital gains tax after 10 years.