About Joseph Luna
Joseph Luna is an attorney and the founder of Opportunity Zone Invested that specializes in Opportunity Zone investment. Luna has experience in analyzing the complicated areas of tax codes. He also provides assistance during the formation, administration and dissolution of investments. Luna advises his clients on their investment strategies and tax implications, and guides them through all the investment stages. Luna determines investor eligibility, calculates deferral amounts, and identifies testing dates and compliance requirements.
Luna is also experienced in preparing and filling Form 8996 for Qualified Opportunity Funds and Forms 8949 and 8997 for investors. His extensive knowledge in business taxation enables him to determine the optimal investment structure, and helps his clients create their Qualified Opportunity Funds and Opportunity Zone businesses. Luna also provides an Opportunity Zone investment simulator to test performance and compliance under different scenarios. In addition, Luna helps his clients determine sale structures that maximize their returns.
Luna obtained his bachelor’s degree of business administration in finance, and his Master of Law in taxation from Boston University School of Law. He holds a Juris Doctor from Georgia State University College of Law, where he created a Section 199A tax simulator to show taxpayers the optimal tax strategies.
Company
OZ INVESTED
Address
1 Independent Drive Suite 1400, Jacksonville, FL, 32202
TOTAL ANSWERS
27
Answers to Opportunity Zones
27 Questions Answered
OZ Verified
- OpportunityZone.com found no public criminal record on BeenVerified.com
- Active BAR member in good standing
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If we encounter any serious criminal violations on BeenVerified.com, this disqualifies the applicant from obtaining the verified badge from OpportunityZone.com. For attorneys that practice law in the united states, a staff member on our team uses best efforts to check the attorney is in good standing with the bar association of the state in which they practice law.
The verified badge does not mean or represent that the attorney has experience or specializes in real estate, tax or securities law. Please consult the state bar or other government-based sites for more information on a particular attorney. Also, use your own diligence to vet any professionals on our website, we don’t make any representations of the qualifications of the professionals listed.