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ENG1915
Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST)
Date
June 11, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
This session will start with a review of the mechanical basics of Qualified Opportunity Funds (“QOFs”). From here an extended dialogue will be opened-up about real life and practical applications in using QOFs. Key areas will include:
- The importance, complexities and practical difficulties of having other funds (e.g. non-eligible gains) in a QOF.
- The Opportunity Fund market space and what it currently looks like- types of funds, sponsors, fund structures, etc.
- Issues to consider in evaluating Opportunity Funds.
- Investment and financial planning considerations for the client considering these investments.
- An update on the gift and estate planning implications of holding QOF investment.
Speakers
Kelly Allen, CPA, MST, CVA, ABAR, CFF, MAFF
Owner, LEVEL ADVISORS
National Director of Wealth Planning, Comerica Bank
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