Course Detail

Opportunity Zones: Tax Benefits and Investing

Description:

The landmark tax reform efforts of 2017 ushered significant tax benefits for taxpayers investing in Opportunity Zones. These late additions to the tax reform efforts create a powerful tax saving tool designed to redirect investor capital into low income communities. 

Highlights:

At this seminar, we will discuss the Opportunity Zone program, the tax benefits it offers, and the various requirements necessary to invest and operate an Opportunity Fund.

Objectives:

This seminar will provide practical guidance to implement Opportunity Zone planning in 2018 and beyond including:

  • Detailed analysis of the recently released Opportunity Zone Proposed Treasury Regulations.<?xml:namespace prefix="o" />
  • Discussion of the tax benefits offered by the Opportunity Zone legislation including both income tax deferrals and exclusions.
  • Guidance to identify what taxable gains can be deferred through Opportunity Zone investments and how to achieve deferral.
  • Strategies for structuring Opportunity Zone Funds – Proposed Treasury Regulations extend this exciting opportunity to a wide class of taxpayers.
  • Strategies for identifying and structuring real estate investments in Opportunity Zones – including compliance with the new Proposed Treasury Regulations’ working capital rules.
  • Who can establish an Opportunity Zone Fund.
  • Combining Opportunity Zone investments with federal and state tax credits.

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