Everything Your Clients Need to Know About Opportunity Zones (ACOZ)


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Discussion Leader
Thomas Castelli, CPA

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Everything Your Clients Need to Know About Opportunity Zones (ACOZ)

Customer Rating

Field of Study

Taxes

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.

Due to the high level of excitement around Opportunity Zones since their announcement, we created this course to help you understand everything your client needs to know about Opportunity Zones and Funds.

Major Topics

  • What are Opportunity Zones?
  • What are Opportunity Funds?
  • What are the benefits of investing in Opportunity Zones and Funds?
  • What are the requirements for setting up an operating Opportunity Fund?
  • What questions are still unanswered?
  • Relevant IRS forms
  • FAQs

Learning Objectives

  • Help clients understand the benefits of investing in Opportunity Zones
  • Understand the requirements for setting up an Opportunity Fund
  • Realize that Opportunity Zone regulation is still very new, incomplete, and has a number of unanswered questions

Designed For

CPAs with clients who are entrepreneurial, invest in real estate, and/or have large amounts of appreciated capital assets such as stocks, bonds, mutual funds, real estate, partnership interests etc.

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Thomas Castelli, CPA

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