The Tax Cuts and Jobs Act created a new program to encourage capital investment in the over 8,700 Qualified Opportunity Zones selected by each of the states, District of Columbia and U.S. possessions. This exciting new program has the potential to provide investors in Qualified Opportunity Funds with deferral of tax on gains rolled over into a Qualified Opportunity Fund and potential elimination of tax on the appreciation on an investment in a Qualified Opportunity Fund. Many people who are interested in this program have been waiting for guidance from the US Treasury and IRS. Learn how clarifications made by the US Treasury and IRS in guidance (expected to be released by the week of October 1) impacts this new incentive program. 

Learn about:

  • Establishing and qualifying a Qualified Opportunity Fund
  • Structuring Qualified Opportunity Fund investments
  • Positioning your business or property to be eligible for investment capital from a Qualified Opportunity Fund
  • Combining the benefits of a Qualified Opportunity Fund with other federal tax programs, such as Low Income Housing Tax Credits (LIHTC), Historic Tax Credits, and New Markets Tax Credits.

This program will be of particular interest to investment funds, real estate developers, LIHTC developers, people who do business within a Qualified Opportunity Zone, state economic development departments and agencies, and investors looking to roll over their gains into an investment with favorable federal income tax treatment.

Date & Time

Thursday, November 1, 2018
3:00 PM - 3:30 PM ET | Registration
3:30 PM - 5:30 PM ET | Program
5:30 PM - 6:30 PM ET | Networking, cocktails, and hors d'oeuvres

Locations

This event will be held in our Philadelphia office and also will be available by simulcast in our Washington, D.C., and Baltimore offices, as well as via webinar. Cocktail receptions will follow the presentation in these three offices.

NOTE: The live program in Philadelphia and simulcast in Baltimore have reached capacity.

Baltimore
300 East Lombard St., 18th Floor
Baltimore, MD

Philadelphia
1735 Market Street, 48th Floor
Philadelphia, PA

Washington, D.C.
1909 K St., NW, 12th Floor
Washington, D.C.

Space is limited.

Speaker(s)

Molly R. Bryson, Partner
Douglas M. Fox, Partner
Wendi L. Kotzen, Partner
Linda B. Schakel, Partner

This program is pending approval for two hours of CLE credits in PA, NY, NJ, and CA. Uniform Certificates of Attendence will also be provided for the purpose of seeking credit in other jurisdictions.
For more information please contact Amanda Paola at paolaa@ballardspahr.com.

Register