The Qualified Opportunity Zone program was designed to encourage private investment in economically distressed communities. This session will provide an update of the tax issues related to the Opportunity Zone program, discuss Qualified Opportunity Fund investment due diligence issues and an overview of various fund structures.
Develop an understanding of due diligence issues to consider when clients are evaluating Qualified Opportunity Funds
Provide updated knowledge of tax issues related to the Qualified Opportunity Zone program
CPA/PFS, CFP (R) ,
Head of Legacy & Wealth Planning,