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This CE-eligible program will provide an understanding of the tax benefits associated with investments made into Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs) and when these investments are appropriate for client portfolios. Additionally, the program will cover eligibility, compliance requirements, and risks associated with these investments.

Learning Objectives: 1) How an investment in a qualified opportunity fund (QOF) may be used to defer and reduce tax liabilities for investors with realized capital gains; 2) The requirements for QOFs to be eligible for tax benefits, including location-based requirements and holding period requirements; 3) Understand the various types of asset classes that may be accessed through QOFs.


*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.


Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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