• 21 minutes

What is an Opportunity Zone, What is an OZ Fund, and Four Levels of OZ Tax Benefits


Opportunity zones must meet certain income requirement standards.

Opportunity zones are specific tracts of land nominated by state governors and certified by the U.S. Treasury Department. These tracts of land that were nominated had to meet some low-income community requirement standards. However, governors had the flexibility to expand into developed or already developed areas; there one million properties across all property types nationwide located in opportunity zones. This video reviews opportunity zone terminology, discusses opportunity zone funds, and reviews four levels of opportunity zone tax benefits.

Runtime: 20 minutes



Scott R. Saunders

Scott R. Saunders

Asset Preservation Inc.

  • Senior vice president with Asset Preservation, Inc. (API), a subsidiary of Stewart Information Services Corporation (NYSE: STC)
  • Extensive background in IRC §1031 tax deferred exchanges, having been involved in structuring thousands and thousands of §1031 exchanges during his thirty-two years in the exchange industry
  • Dedicates a significant portion of his time presenting classes on intermediate and advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers, and principals nationwide
  • Has spoken many times for various associations and organizations
  • Contributing author to the book Real Estate Exchanges: Using the Tax Deferred Exchange in Real Estate Investment Management and has been featured in The Wall Street Journal, CNBC, Forbes Real Estate Investor, and U.S. News and World Report
  • Has written over 200 articles on various aspects of §1031 exchanges, capital gain taxation, and investment real estate, featured in many investment publications such as the New York Real Estate Journal, Mid Atlantic Real Estate Journal, Inman News, REBusiness Online, Heartland Real Estate Business, Western Real Estate Business, REALTORS® Land Institute Terra Firma, ALTA’s Title News, HousingWire, and many other real estate and other financial publications
  • Degree in business economics, University of California at Santa Barbara

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.

Sign Up Today

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.