Qualified Opportunity Zone Funds can be paired with any of those tax credit programs although doing some creates some additional structuring needs. It is worth the effort in my view due to the increased ROI.
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How can other real estate tax credits work together with the OZ program?
How can different tax credits, like new markets, low-income housing and renewable energy be combined with the OZ tax incentive?
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There are no restrictions on using other tax incentives on top of the tax advantages of investing in an OZ fund or business.
Yes. You are able to combine them.
There is nothing in the tax code saying you cannot combine the benefits. As long as you meet the eligibility requirements of each program separately, you can get the benefits of each. But you don't get any special accommodation -- you need to meet the requirements of every individual program.
They may be combined. As to the structure, careful analysis must be done in order to avoid triggering the recognition of the deferred gain.
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