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Texas-registered investment adviser · FiduciaryServices for accredited investors and high-net-worth families
Planning tool

Opportunity Zone timing checker.

Find your 180-day window and which rules apply to your gain.

Nashional Investments · Updated October 2026

Invest the gain by-

Example date shown. Illustration only. Rules summarized as of October 2026.

Why the date matters

Gains invested in a Qualified Opportunity Fund on or after January 1, 2027 receive a five-year rolling deferral and a basis step-up. Gains invested earlier follow the current rules, under which deferred gain is recognized by December 31, 2026. Both keep the 10-year exclusion.

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