OZ 2.0 Strategy | Shane Farthing & Associates
Proprietary Economic Briefing

Navigating the Permanence of OZ 2.0

Shane Farthing & Associates provides municipal officials with the technical framework required to master the "One Big Beautiful Bill Act" (OBBBA).

Strategic Outlook

The shift from a temporary tax incentive to a permanent code fixture fundamentally alters municipal land use. We assist in auditing census tracts against the new 70% AMI threshold to secure multi-generational capital.

Shane Farthing & Associates

Legislative Pivot

The OBBBA introduces more than just extensions; it resets the rules for capital gains deployment and tract eligibility.

Strategy Modules

Program Status

Legacy Framework (OZ 1.0)

Set to expire Dec 31, 2026

OBBBA Framework (OZ 2.0)

Permanent tax code fixture

Tactical Advantage: Enables consistent, long-term capital stack planning for major infrastructure projects that span decades rather than years.

Timeline of Re-Designation

Strategic milestones for the 2026 re-mapping cycle.

Legislative Enactment

The OBBBA becomes law. Municipalities must evaluate current census tract eligibility against the new 70% AMI threshold immediately.

Rural Incentive Advantage

Under the new framework, Qualified Rural Opportunity Zones receive distinct statutory benefits designed to drive capital into populations under 50,000.

Basis Step-Up Differential

Rural tracts offer a 3x higher step-up in basis compared to standard urban tracts under OBBBA Section 402.

Improvement Threshold Comparison

The lowering of the improvement threshold reduces the capital barrier for adaptive reuse in rural communities.

Shane Farthing & Associates

Economic, community, & organizational development for thriving, sustainable places.

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Expertise

Economic Development Strategy

Focus

OBBBA Technical Justification