Understand various components of opportunity zone transactions and how such transactions are structured.
Enacted in 2017 by Congress's Tax Cuts and Jobs Act, the opportunity zone program is designed to create jobs and drive investment into certain low-income communities located in economically distressed census tracts designated by the state. The program allows investors the opportunity to invest eligible gains into Qualified Opportunity Zone Funds, which will then make investments into low-income communities and allow investors to defer gains.
This presentation will discuss the various components of an opportunity zone transaction, including what qualifies as a Qualified Opportunity Zone Fund, a Qualified Opportunity Zone Business Property, and a Qualified Opportunity Zone Business. The topic will also cover types of eligible gains and how such transactions are structured.
Agenda
Faculty
A. Ann Hered
Butler Snow LLP
- Experienced public finance attorney with a focus in New Markets Tax Credits and bonds
- Practice areas and industry teams include government finance, public finance, tax credits, and taxation of businesses
- Bar admissions include Colorado, New York, and California
- Member of the American Bar Association
- J.D. degree, cum laude, Cornell University; LL.M in taxation, University of Denver; LL.M. in trade regulation, New York University; B.A. in economics and policy studies, Rice University
- Can be contacted at [email protected] or 720-330-2351
Thane R. Hodson
Butler Snow LLP
- Assists clients with structuring new markets tax credits financings, including upper-tier lending arrangements, direct and indirect credit enhancement of lower-tier borrowing arrangements, and lower-tier equity financing
- Practice areas and industry teams include governmental finance, hospital and healthcare finance, public finance, tax credits, and taxation of businesses
- Bar admissions include Colorado, Kansas, and U.S. Tax Court
- Member of the American Bar Association, Colorado Bar Association, and Kansas Bar Association
- J.D. degree, Washburn University; LL.M. degree in taxation, Georgetown University; B.A. in political science, cum laude, University of Kansas
- Can be contacted at [email protected] or 720-330-2350
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
