ENG2607. Opportunity Zone: What's the Opportunity (PFP, TAX)

This session will explore the new rules and benefits of the Opportunity Zone (OZ) Program (version 2.0). It will provide planning opportunities for individuals with capital gains and interesting ways to combine the OZ Program with other capital gain management tax rules.

Learning Objectives:

• Identify the tax benefits available to clients through the Opportunity Zone program 2.0 and how they differ from benefits available through the Opportunity Zone 1.0.
• Identify rules and requirements for clients investing in the Opportunity Zone program 2.0.
• Analyze risks and due-diligence considerations related to the Opportunity Zone program 2.0.
• Apply the rules of the Opportunity Zone program 2.0 through case studies.