Opportunity Zones: Final Regulations Are Out! (Completed)

Date: Wednesday, January 22, 2020
Instructor: Greg White
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC

The final regulations are out! Get ahead of the curve and be prepared to discuss the “O-zone” with your clients. Join Greg White, CPA, as he covers what you need to know from the 544-regulation package.

Topics Covered

  • Gains that qualifies for deferral and exclusion
  • "Inclusion" events that result income recognition
  • Planning opportunities where partnerships report capital gains
  • The different types of qualified opportunity funds
  • Forms 8996 and 8997
  • When to choose a like-kind exchange rather than a qualified opportunity fund

Learning Objectives

  • Identify the latest opportunity zone regulations and how they apply to your clients

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
A basic understanding of opportunity zones.

Advance Preparation
None

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