Explore how evolving tax policies impact Opportunity Zones. Learn strategies to maximize incentives, ensure compliance, and strengthen tax planning under new provisions.
As Opportunity Zones continue to evolve under recent tax policy developments, investors, developers, and advisors must adapt their strategies to maximize benefits while ensuring compliance. The latest provisions bring new considerations for structuring investments, meeting eligibility requirements, and navigating reporting obligations. These changes present both challenges and opportunities in tax planning, economic development, and long-term project success.
In this LIVE CLE webinar, Bradford S. Cohen and Alex Palabrica of Jeffer Mangels Butler & Mitchell LLP will provide timely insights into updated Opportunity Zone rules, compliance strategies, and practical approaches to leveraging incentives while mitigating tax and regulatory risks.
Key topics that will be covered:
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Partner at Jeffer Mangels Butler & Mitchell LLP
As a partner at Jeffer Mangels Butler & Mitchell LLP, Brad Cohen works with ultra-high-net-worth individuals, family offices, and closely held companies to develop integrated tax, corporate, and estate planning strategies. He has extensive experience with Qualified Opportunity Zones (QOZs), guiding clients through structuring under the existing law while also leveraging recent legislative and regulatory changes (such as extended investment timelines, expanded eligible activities, and enhanced compliance requirements) to maximize benefits. Brad’s practice spans high-value transactions, philanthropy, real estate, and entertainment industry deals, including serving as general counsel to Grateful Dead Productions. His client list includes two U.S. presidents, a U.S. senator, and industry leaders.
Associate at Jeffer Mangels Butler & Mitchell LLP
Alex Palabrica is an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP, where he advises high-net-worth individuals, entrepreneurs, and closely held businesses on complex tax, corporate, and estate planning matters. He has significant experience structuring Qualified Opportunity Zone (QOZ) investments under existing law and incorporating recent changes that expand benefits and tighten compliance requirements. Alex regularly designs QOZ strategies through captive Qualified Opportunity Funds (QOFs), integrating them with broader business, succession, and investment planning. His work also spans Section 1031 exchanges, Qualified Small Business Stock planning, and advanced wealth transfer techniques, including IDGTs and FLPs.
