Using Qualified Opportunity Funds to Defer and Eliminate Taxes – What Tax Advisors Need to Know

Thu 12/05/2019
3:30PM - 4:30PM
Presenter(s): Jeffery R Schaffart

This presentation will provide an overview of the qualified opportunity funds program and its benefits along with examples. The current status of the program and locations of qualified opportunity zones will be discussed. In addition, qualified opportunity fund investment structures, their comparisons, statutory requirements, and October 2018 regulatory guidance will be explained. The April 2019 regulatory guidance, estate planning opportunities and implications, and raising investor capital will also be addressed.

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