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Opportunity Zone Funds After the Big, Beautiful Tax Bill
Date:
Duration: 60 minutes
CE Eligible
Louis Rogers
Louis Roger
Founder & Co-CEO Capital Square

Louis J. Rogers, the founder and co-chief executive officer of Capital Square and its related entities, began with a vision to build the best real estate investment company possible. He is a nationally recognized authority in structuring securities offerings for real estate investments and serves as a consultant and expert witness on Regulation D private placements, non-traded REITs, Section 1031 exchanges, DST and TIC programs, real estate funds, and issues related to broker-dealers and registered investment advisors. Rogers additionally serves as chairman and chief executive officer of Capital Square Housing Trust.

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The newly signed "Big, Beautiful Tax Bill" has reshaped the landscape for tax-advantaged investments—and Opportunity Zone Funds (OZFs) are back in the spotlight. Join Louis Rogers, nationally recognized OZ expert and CEO of Capital Square, for an insider’s look at what’s ahead. From new incentives and extended timelines to powerful tax deferral strategies, this session is your roadmap to understanding how OZFs can fit into client portfolios in 2025 and beyond.

You’ll learn:

  • How the new tax bill affects Opportunity Zones: Extended benefits, key deadlines, and what’s changed.
  • Why OZFs are gaining traction again among HNW and UHNW investors.
  • The powerful triple tax advantage of OZ investing—now more relevant than ever.
  • Real-world examples of how advisors are using OZFs to reduce capital gains and build generational wealth.
  • Common pitfalls and advisor best practices in evaluating and recommending OZFs.