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.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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: www.nasbaregistry.org.
