QOZ Calculator
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How does it work?
This calculator estimates the potential impact of reinvesting capital gains into a Qualified Opportunity Zone (QOZ) investment.
By combining your input amount with projected deal performance and current capital gains tax rules, it models outcomes over a 10-year horizon. The result is a clear comparison of after-tax returns with and without QOZ benefits, highlighting potential tax deferral and long-term tax elimination on future gains.
1. Enter Investment Amount
Just tell us how much capital gain you’re considering reinvesting. This is usually from a recent sale of stock, real estate, crypto, or a business. Our calculator does the rest.
2. We Run the Numbers
Behind the scenes, we apply illustrative First Harbor Square projections of 30.0% annual IRR over 3.5 years, 21.5% over five years, and 12.0% over ten years, together with an assumed 23.8% federal capital-gains tax rate.
3. Instantly See Your Tax Savings
You’ll receive a side-by-side comparison of projected outcomes at 3.5, 5, and 10 years, showing the effects of investing the full deferred gain versus paying federal capital-gains tax upfront.