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ENGAGE 2020


PFP2019 - Qualified Opportunity Zones - Tax and Investment Considerations


Jun 9, 2020 9:30am ‐ Jun 9, 2020 10:45am

Description

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.

Learning Objectives:
  • 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

Speaker(s):

  • Lisa Featherngill, CPA/PFS, CFP (R) , Head of Legacy & Wealth Planning, Abbot Downing
  • Kelly Allen, CPA, MST, CVA, ABAR, CFF, MAFF, Owner, LEVEL ADVISORS
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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