Structuring Qualified Opportunity Zone Investments for Family Offices and Private Clients

A live 90-minute premium CLE/CPE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, October 12, 2022

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

or call 1-800-926-7926

This CLE/CPE course will give tax professionals an in-depth analysis of the Qualified Opportunity Zone (QOZ) tax incentive program under Section 1400z-2 and applicable regulations (QOZ Tax Program) and how family offices and private clients should consider structuring QOZ investments. The panel will discuss critical issues for family offices and private clients, including applicable reinvestment timing requirements, capital gain deferral rules, the ability to hold non-QOZ assets within a qualified opportunity fund and other tax benefits. Additionally, this panel will share insights into “market trends” with respect to QOZ investment and look into possible legislative changes.

Description

The QOZ Tax Program provides taxpayers with the opportunity to defer taxation of otherwise taxable gains and entirely avoid taxation of future gains if certain requirements are satisfied. For family offices and private clients, the QOZ Tax Program is a versatile program which may compliment a diversified investment and business portfolio. Further, family offices and private clients can take advantage of certain rules under the QOZ Tax Program which larger, institutional investors are unable to utilize.

Listen as our panelists discuss the QOZ Tax Program eligibility requirements, tax benefits, including those that may be unique to family offices and private clients, and techniques to ensure deferral of realized capital gains and elimination of future capital gains.

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Outline

  1. QOZ Tax Program Basics
  2. QOZ Investments: Real Estate v. Operating Businesses
  3. Unique QOZ Structuring Opportunities for Family Offices and Private Clients
  4. Applicable Anti-Abuse Rules
  5. Reporting Requirements and Legislative Proposals

Benefits

The panel will discuss these and other key issues:

  • What are the general QOZ Tax Program rules and requirements?
  • What key issues should family offices and private clients consider when making QOZ investments?
  • QOZ pitfalls to avoid
  • How to finance QOZ investments
  • Maximizing QOZ Tax Program benefits including with respect to non-QOZ assets held within Qualified Opportunity Funds

Faculty

Becker, Joshua
Joshua M. R. Becker, J.D.

Counsel
Pillsbury Winthrop Shaw Pittman

Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels...  |  Read More

Borden, Aaron
Aaron Borden, J.D., CPA

Managing Director
Grant Thornton

Mr. Borden has more than 15 years’ experience finding solutions to complex tax problems for his clients....  |  Read More

Attend on October 12

See NASBA details.

Cannot Attend October 12?

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

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