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Courses/Tax/NASBA - Taxes *

Critical Tax Considerations for QOF Investments

Trends and Updates in Qualified Opportunity Zones: Critical Tax Considerations for QOF Investments (US).

Created byKnowledge Group
IntermediateUpdated Oct 5, 2022
Critical Tax Considerations for QOF Investments

What You'll Learn

check_circleLearn about the basic qualification requirements in qof investments
check_circleUnderstand the points related to the improvement of QOZ property during the project
check_circleIdentify the benefits for qualifying projects
check_circleDetermine the aspects of qualified opportunity zones
check_circleLearn about the issues related to the qualified opportunity zone issues
check_circleAnalyze when and why property generally cannot be QOZ business property
check_circleLearn how each item of tangible property of the entity can benefit from overlapping or sequential safe harbors.
check_circleUnderstand the parameters related to vacant spaces, lands, and when they are considered vacant/empty.

About This Course

For the past years, the tax incentives provided by qualified opportunity zone (QOZ) investments have greatly helped and benefited investors in qualified opportunity funds (QOFs). However, important regulatory changes have been continuously happening in this area of law. These changes, in addition to the several other developments brought by the COVID-19 pandemic, need to be carefully addressed and considered.

In this webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with a comprehensive discussion of the latest trends and updates in QOZs. Speakers will also offer best practices considering the recent trends, updates, and implications of the COVID-19 pandemic.

Field of Study: Taxes

Your Instructors

Knowledge Group
Knowledge Group

Live and Recorded CLE & CPE Webcasts in the Legal, Tax, Finance, Risk, Compliance and Human Resources Industries

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Founded in November 2006, The Knowledge Group has established itself as a premier eLearning hub for Continuing Legal Education (CLE), Continuing Professional Education (CPE), and technology-focused webcasts. We equip lawyers, accountants, and industry professionals with expert-driven insights, timely regulatory updates, and practical strategies to help them stay ahead in an ever-evolving landscape.

Lorenzo A. Bivans, Jr., Derek Kershaw and Gene Crick
Lorenzo A. Bivans, Jr., Derek Kershaw and Gene Crick

Lorenzo A. Bivans, Jr., Senior Counsel at Rosenberg Martin Greenberg, LLP, Derek Kershaw, Counsel at Shearman & Sterling LLP, Gene Crick, Partner at Nelson Mullins Riley & Scarborough LLP

Lorenzo A. Bivans, Jr., Senior Counsel Rosenberg Martin Greenberg, LLP Lorenzo is Senior Counsel in Rosenberg Martin Greenberg’s Business Planning and Transactions and Tax and Wealth Planning groups, focusing particularly on the structural and other tax aspects of business transactions. Lorenzo focuses particularly on equity and asset sales and acquisitions and joint ventures, and the formation and restructuring of business entities. Lorenzo advises and focuses on equity compensation and real estate issues, as well as renewable energy, qualified opportunity zone, and other tax credit and tax benefit opportunities. Lorenzo’s practice encompasses many aspects of federal and state tax law. He is a member of the American Bar Association Section of Taxation and the Maryland State Bar Association. Lorenzo graduated from Princeton University and received his J.D. from Rutgers School of Law. Derek Kershaw, Counsel Shearman & Sterling LLP Derek Kershaw is counsel in Shearman & Sterling’s Tax practice. He advises clients on a range of areas of tax law. His practice includes domestic and international transactional work, including mergers and acquisitions, joint ventures, private equity and hedge fund investments and structuring, REITs and other pass-through entities, and real estate. Gene Crick, Partner Nelson Mullins Riley & Scarborough LLP Gene Crick is a partner in Nelson Mullins Broad and Cassel’s Orlando location. Gene handles income tax issues and transactional legal work with respect to the buying and selling of entities or assets for various business clients. His transaction and tax experience includes affordable housing, historic buildings, and commercial buildings qualifying for federal income tax credits. Gene also has experience setting up qualified opportunity funds and qualified opportunity zone businesses and tax planning and documentation for forward and reverse deferred Section 1031 exchanges. Gene is AV Preeminent Peer Review Rated by Martindale-Hubbell and is a member of the tax sections of both the American Bar Association and the Florida Bar.

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