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How Qualified Opportunity Zone Investments Work
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Jimmy AtkinsonGuest Expert: Jimmy Atkinson and Chris Loeffler

This webinar provides an understanding of the tax benefits associated with investments made into Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs) and when these ...

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Discussions & Comments

Missy Davis 3 years 7 months ago
A few comments from listeners:
Awesome information! Very glad I attended, thank you!
- Russ H.

There are nuances about taxes and management to be aware before investing in opportunity funds
- Stephanie J.

The overview of the pending legislation was quite helpful.
- Kelly N.

I loved the Q&A related to tax reporting.
- Paul B.

Learned a lot. I'm going to review the info on the IRS site and then take a look at the websites of the speakers.
- J T.
A few comments from listeners:
Awesome information! Very glad I attended, thank you!
- Russ H.

There are nuances about taxes and management to be aware before investing in opportunity funds
- Stephanie J.

The overview of the pending legislation was quite helpful.
- Kelly N.

I loved the Q&A related to tax reporting.
- Paul B.

Learned a lot. I'm going to review the info on the IRS site and then take a look at the websites of the speakers.
- J T.

Search Webinars, Sessions, and More

This webinar provides 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 covered eligibility, compliance requirements, and risks associated with these investments.