Qualified Opportunity Zones: A Family Office Perspective

The significant tax benefits offered through investing in Qualified Opportunity Funds are attractive to many investors, but family offices have unique risks and opportunities that should be considered before including this tax-savings vehicle in their investment strategies. The family’s long-term wealth goals, risk tolerance level and liquidity issues are a few of the considerations that Tax Principal Shashi Singal writes about in the NYSSCPA’s TaxStringer publication.

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Shashi Singal Shashi Singal is a Partner at Grassi and brings over 20 years of diversified tax and accounting experience to the firm. Her expertise lies in review of tax returns, research projects, tax planning and projections, international tax planning and compliance and assisting with mergers, acquisitions and corporate re-structuring. Shashi works with clients primarily in the manufacturing & distribution, wholesale and retail industries, as well... Read full bio