ENG2607. Opportunity Zone - What's The Opportunity (PFP, TAX)

This session will explore the new rules and benefits of the Opportunity Zone 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:

• Understand the tax benefits available to clients through the Opportunity Zone program 2.0 (as compared to 1.0).
• Learn rules and requirements for clients investing in the Opportunity Zone program 2.0.
• Evaluate risks and due-diligence considerations.
• Apply the rules through case studies.