Webinar
04.27
April 27, 2023: 1:00PM - 2:30PM EDT
Strafford Webinar: Structuring Qualified Opportunity Zone Investments for Family Offices and Private Clients
Pillsbury counsel Josh Becker will present during this upcoming Strafford webinar.
Event Contact
Meredith Kintner
Meredith Kintner
The QOZ Tax Program provides taxpayers with the opportunity to defer taxation of otherwise taxable gains and entirely avoid taxation of future gains if certain requirements are satisfied. For family offices and private clients, the QOZ Tax Program is a versatile program which may complement a diversified investment and business portfolio. Further, family offices and private clients can take advantage of certain rules under the QOZ Tax Program which larger, institutional investors are unable to utilize. Listen as our panelists discuss the QOZ Tax Program eligibility requirements, tax benefits, including those that may be unique to family offices and private clients, and techniques to ensure deferral of realized capital gains and elimination of future capital gains.
The panelists will discuss these and other key issues:
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What are the general QOZ Tax Program rules and requirements?
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What key issues should family offices and private clients consider when making QOZ investments?
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QOZ pitfalls to avoid
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How to finance QOZ investments
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Maximizing QOZ Tax Program benefits including with respect to non-QOZ assets held within Qualified Opportunity Funds
Pillsbury Panelist
Joshua Becker
Partner
Additional Panelist
Aaron Borden, J.D., CPA - Grant Thornton
Sponsor
Strafford