Tax Reform Seminar Series: Tax Benefits of Qualified Opportunity Zone Funds

Tax REFORM SEMINAR series:
effective strategies to take advantage of the tax cuts & jobs act

Part VII. Tax Benefits of Qualified Opportunity Zone Funds

The word is out about Qualified Opportunity Zone Funds (QOZF) and just about every accountant, financial advisor and real estate professional is interested in how this IRS sanctioned program works. Investing in a QOZF provides all Americans with a way to save money on their taxes and provides real estate developers with a great angle to raise money for their projects. But how do these investment vehicles work? Are there exclusions? Who can utilize a QOZF and what are the benefits?
During this seminar, corporate and tax law attorneys Peter Spirgel and David Neufeld as well as Charles Lynch and Paul Robertson from Bernstein Private Wealth Management will analyze and discuss the intricacies of QOZF investing and the tax-saving benefits that come along with it.
What you will learn:

How a QOZF works and who can benefit
What the investment community is doing in response to the new Act
Tax savings of QOZF
Qualifications of forming a QOZF
How to raise capital for a QOZF
What options are available for these types of funds?
What happens when the QOZF ends in 2028?
Would cannabis-related businesses be eligible to qualify for the QOZF tax incentives?

Speakers:

David Neufeld, Shareholder, Corporate, Tax, and Trusts & Estates Practice Groups, Flaster Greenberg PC
Peter Spirgel, Shareholder, Corporate, Tax, and Trusts & Estates Practice Groups, Flaster Greenberg PC
Charles Lynch, Principal & Investment Advisor, Bernstein Private Wealth Management
Paul Robertson, Senior Portfolio Manager, Bernstein Private Wealth Management

Credits:

Attorneys: 1 substantive Pennsylvania CLE credit (NJ reciprocal)
CPAs: 1 PA and NJ CPE credit

Date and Time:

Tuesday, May 7, 2019
Breakfast/Registration/Networking: 8:00 a.m.
Seminar and Q&A: 8:30 - 9:30 a.m.

Location:

Flaster Greenberg PC
1810 Chapel Ave. West
Cherry Hill, NJ 08002

RSVP:

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Date and Time

Tuesday May 7, 2019
8:00 AM - 10:00 AM EDT

Location