Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Tax Advantages of Investing in Opportunity Zones (OZTA)

Choose CPE Format:

Live Webinar SELECT STARTING AT $89 (5 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.

$89

Choose a Webinar Date

(All Times Eastern)

Please choose a Webinar date

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-Study (On Demand) SELECT

This course is not currently available. Please fill out this short form to be notified when self-study options are available.

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Presentation was great and they worked together well.
Terrence

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Tax Advantages of Investing in Opportunity Zones (OZTA)

  • Customer Rating
    (6)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

At the end of 2019, the IRS issued final regulations giving investors more guidance regarding Qualified Opportunity Funds. Qualified Opportunity Funds are complex investment vehicles that provide tax incentives to investors. Taxpayers investing in a Qualified Opportunity Fund can defer capital gains, adjust basis to reduce the deferred capital gain, and if the 10-year holding period is met, eliminate gain on the new investment. An opportunity zone is an economically distressed community where new investments, under certain conditions, are eligible for preferential tax treatment. This program is a general introduction to a tax planning strategy with which clients will expect tax practitioners to be conversant.

Major Topics:

  • What is an opportunity zone?
  • Gains that qualify for deferral if invested in an opportunity zone
  • What is an opportunity zone business?
  • How to elect the deferral of gain
  • Timing requirements related to opportunity zone investments
  • What is an opportunity fund?
  • What are the tax advantages of investing in an opportunity zone?
  • Where are opportunity zones located?
  • How taxpayers self-certify
  • What is the 70%/30% rule?
  • What the “original use” requirement means
  • Economic issues related to investing in opportunity zones
  • Outstanding unanswered questions relating to opportunity zones

Learning Objectives

  • Discuss with clients the tax consequences of investing in opportunity zones

Designed for:

Tax practitioners who wish to be prepared to discuss opportunity zone investments with their clients

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Unlimited Self-Study Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses

$499

Buy Now

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through December 31st of the year in which you purchase

  • Does NOT include Premium courses

$599

Buy Now

 

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts

  • Access for a year from purchase date

$799

Buy Now

Explore Additional Courses by Topic

  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

  • CTEC Approved for CE by CTEC

QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.