Attorney

Joseph Luna

Jacksonville, FL, 32202, FL

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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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