Qualified Opportunity Funds: Eligibility Requirements, Recent Regulations, Form 8996 Self-Certification
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will address the latest compliance challenges investors and tax practitioners are facing with qualified opportunity funds (QOFs). Existing guidance under Sections 1400Z-1 and 1400Z-2, Revenue Ruling 2018-29 and the regulations released Oct. 19, 2018, explain the rules, answer some questions and create new ones. The panelists will provide guidance on the best procedures to fully utilize and preserve the tax incentives offered by investing in Opportunity Zones (OZs). They will cover ensuring your QOF is qualified, meeting the thresholds to avoid penalties, and key structuring and operational guidance which we expect in the second set of proposed regulations.
- Tax incentives
- Qualifying a QOF, steps and thresholds
- Issues clarified by regulations and Ruling 2018-29
- Unanswered questions
- Practical guidance
The panel will review these and other important issues:
- Tax incentives offered by investing in OZs
- QOF qualification requirements
- Self-certifying a QOF
- Interpreting recent guidance
- Unsettled issues
Henry A. Bailey, Jr.
Berman Fink Van Horn
Mr. Bailey represents buyers and sellers with an eye on bringing prompt and effective resolutions for his clients with... | Read More
Mr. Bailey represents buyers and sellers with an eye on bringing prompt and effective resolutions for his clients with an ideal blend of legal expertise and business acumen. He regularly assists clients in the acquisition, sale and development of commercial real estate properties, including office buildings, multifamily and retail and mixed-used developments. Mr. Bailey also provides counsel on New Markets and State and Federal Historic Tax Credit development projects.Close
Duval & Stachenfeld
Ms. Millett is co-chair of Duval & Stachenfeld’s Tax Practice Group. She has particular expertise in U.S. tax... | Read More
Ms. Millett is co-chair of Duval & Stachenfeld’s Tax Practice Group. She has particular expertise in U.S. tax issues that arise in complex real estate transactions, notably cross-border investments and Qualified Opportunity Fund structures. Ms. Millett regularly advises clients on tax structuring and documentation for real estate acquisitions, joint ventures, restructurings and refinancing arrangements, including inbound and outbound investments, and structures involving REITs.Close
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