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2021 Opportunity Zones

Date: May 18th at 2:00pm - 3:00pm ET
CE: 1
Speakers: Ben Tallman
IRS Program #: X9QQU-T-00775-21-O/S

2021 Opportunity Zones
This topic will concentrate on the tax-deferment of capital gains while allowing those funds to be invested into blighted and dis-enfranchised communities. Taxes can be deferred for up to 5-years allowing a 10% reduction in the original capital gains tax. An overall 10-year investment allows appreciated values to become tax-free when sold.

Our learning objectives are stated below:

  • Finding and locating Qualified Opportunity Zones
  • Identifying taxpayers that qualify for tax deferment and tax-relief through O’zones
  • Distinguishing how the 180-day investment window applies
  • Considering O’zones as an alternative to like-kind exchanges and retirement investments
  • Utilizing IRS Notice 2018-48 to pin-point specific streets and areas from the US Census
  • Locating Real Estate Investment Trusts (REIT) and businesses that specialize in O’zones
  • Determining the true tax benefit for taxpayers with large capital gains

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