Inspired Perspectives | Qualified Opportunity Zones Update


Course Description:
The Opportunity Zone Incentives Program allows taxpayers to defer and reduce capital gains taxes by reinvesting in a Qualified Opportunity Fund (QOF). Potential tax benefits for investing into a QOF include the deferral and partial exclusion of capital gains and the permanent exclusion from taxable income of any appreciation if the investment is held for at least 10 years. Join us for an update on the Opportunity Zone Incentives Program, including a discussion of what we are seeing in the marketplace and year-end planning considerations.

Learning Objectives:

  • Review the background of the QOZ program and potential tax incentives
  • Identify what we are seeing in the marketplace
  • Discuss year-end planning considerations
  • Identify ways to optimize the tax benefits when exiting a QOF

Adam Sweet, J.D., LL.M., Principal-in-Charge of Passthrough Entity Consulting | Eide Bailly
Adam has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, as well as a variety of IRS controversy matters, including IRS exams and appeals hearings. Adam is also part of Eide Bailly’s Opportunity Zone and Paycheck Protection Program working groups.

Mac Stevens, CPA, Tax Consultant | Eide Bailly
Mac has more than 30 years of public accounting and tax consulting experience with individuals, business entities and tax-exempt organizations. He has consulted extensively with financial institutions and their shareholders on income tax planning issues, acquisition strategies and regulatory matters. He spent nearly 10 years in the banking industry, which included serving as senior vice president of finance for a $7 billion bank holding company.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information:
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.


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Applicable Offerings

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Qualified Opportunity Zone Fund Guidance Tax Consulting & Planning