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08.16.2022 QOZI

Attendees Rating:

Excellent (85%)
Average (15%)
Below Average (0%)

Comments
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.
How Qualified Opportunity Zone Investments Work
Presented by Jimmy Atkinson and Chris Loeffler
Jimmy Atkinson

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.

Attendees Comments:

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.