How ready is your project for OZ 2.0?

Ten questions, about two minutes. See where your compliance processes are strong, and where the gaps are. Your answers stay in your browser.

Question 1 of 10

StructureHas your fund and business structure been reviewed for ongoing compliance, not just for formation?

Many structures are designed to close, not to be tested for ten years.

YesPartlyNo or not sure

StructureHave you confirmed each project’s census tract status, including what the 2027 designations mean for it?

Original zones generally expire at the end of 2028, and new zones begin January 1, 2027.

YesPartlyNo or not sure

DeploymentIs there a written working-capital plan and schedule for cash the business holds, with spending tracked against it?

The safe harbor depends on documentation made at the time, not reconstructed later.

YesPartlyNo or not sure

DeploymentIf you’re improving existing property, are you tracking additions to basis against the substantial-improvement requirement?

Choose “Yes” if this doesn’t apply to your project.

YesPartlyNo or not sure

TestingAre the fund and business tests calculated before each testing date, with supporting workpapers?

A conclusion without workpapers is hard to defend in a review or a sale.

YesPartlyNo or not sure

TestingDo you monitor the tests between testing dates, for example quarterly?

Problems found early are usually fixable; problems found on the testing date often aren’t.

YesPartlyNo or not sure

ReportingCould you produce, for each business, the data OZ 2.0 reporting requires: tracts, property, residential units and employees?

The expanded fund return and business statements draw on this information every year.

YesPartlyNo or not sure

ReportingIs there a calendar, with a named owner, for every OZ filing and statement?

Reporting failures under OZ 2.0 carry per-day penalties.

YesPartlyNo or not sure

LifecycleHave you mapped the key dates your investors depend on, such as the five-year and ten-year marks?

Investors’ outcomes depend on holding-period milestones you can track for them.

YesPartlyNo or not sure

LifecycleHave you reviewed what the December 31, 2026 transition means for any existing OZ projects?

Choose “Yes” if you have no existing projects.

YesPartlyNo or not sure

Choose an answer to continue.

Your result

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This check is a general self-assessment of compliance processes. It doesn’t determine whether a fund or business qualifies, and it isn’t legal or tax advice.

QOZB Management works alongside your legal, tax and financial advisors. Nothing on this website is legal, tax or investment advice, and no outcome is guaranteed. Consult qualified counsel about your specific situation.

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