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2021 Opportunity Zones

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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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About Intuit: Intuit’s mission is to Power Prosperity Around the World. We help tax professionals save time, grow their practice and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software —Lacerte®, ProSeries® and ProConnect Tax Online. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one. For More Information, visit: https://proconnect.intuit.com/

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.