Free resource
The OZ Compliance Checklist
20 things every Opportunity Zone project has to get right, from formation to exit, with citations to the statute and IRS guidance. Updated for OZ 2.0, October 2026.
What’s inside
- 01Before closing5 items
- 02Deploying capital3 items
- 03Every testing period4 items
- 04Every year4 items
- 05Through the hold and at exit4 items
A sample item
“File the fund’s expanded annual return, including asset values on each testing date and information on each business it holds.” § 6039K
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