How can I be sure that a fund is a qualified OZ Fund eligible for tax benefits?

How can I be sure that a fund is a qualified OZ Fund eligible for tax benefits?

OZ Funds will self-certify their compliance with the OZ Funds requirements through filings with the IRS.  However, you should do “due diligence” on the OZ Funds and its sponsors and management prior to investing to satisfy yourself that this investment is appropriate for you and likely to qualify.  You may also want to look for an OZ Fund that uses an independent third-party fund administrator, such as NES Financial, which has the specialty software and subject matter expertise to handle the tracking and compliance requirements for a complex tax-motivated investment like an OZ Fund.

2018-09-24T20:18:55+00:00 September 24th, 2018|