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Opportunity Zone Funds are a Versatile Solution for Capital Gains

Topic

General Principles of Financial Planning

Program ID

333143

Hours

1

Format

Live / Live Webinar

Complexity

Overview

Description

Qualified Opportunity Zone Fund (“QOF”) investments provide a broad range of tax, financial planning, and investment benefits for investors with capital gains. As a financial professional, it is critical to understand this structure and how it may be utilized to create value for the constituents you serve.

Learning Objectives

• An advanced analysis of QOZ Legislation • Insight into the various tax benefits associated with QOFs • In-depth breakdown of the life cycle and timeline of QOFs