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OnDemand Course

Opportunity Zones Under Tax Reform

Gain a better understanding of what Opportunity Zones are available under recent tax reform.

Enacted in recent tax reform (Tax Cuts and Jobs Act), Opportunity Zones has the potential to be the nation's largest tool for economic development and create a new asset class for community investments. Graduated tax benefits are now available on unrealized capital gains when reinvested into Opportunity Funds and invested in distressed communities. In May, Treasury approved designations for all Qualified Opportunity Zones - places which are eligible to receive Opportunity Fund investments over the next decade - and the IRS is expected to deliver further guidance on Opportunity Fund certification by the end of June. Things are still in motion as the Administration moves to finalize the law, so don't miss this overview where we will cover anticipated next steps and timelines.

Learning Objectives

  • You will be able to identify the tax benefits of the Opportunity Zone program.
  • You will be able to identify the requirements for an Opportunity Zone business.
  • You will be able to recognize the characteristics of an Opportunity Fund.
  • You will be able to recognize the characteristics and history of the Opportunity Zones program.

Runtime: 99 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Background: Opportunity Zones

  • Details and History
  • Structure for Investing Capital

Status of Implementation of Law and Anticipated Timeline

What Investors Should Know

  • Tax Benefits for Opportunity Zones Investments
  • Eligible Investments
  • Examples of Possible Investments

What Fund Managers Should Know

  • Requirements for Opportunity Funds
  • Flexibility for Structuring Funds
  • Requirements for Managing Funds

Additional Resources

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on October 26, 2018.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.6 including Finance 2.6
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 2.6 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Rachel Reilly

Rachel Reilly

Enterprise Community Loan Fund, Inc.

  • Director of impact investing at Enterprise Community Loan Fund Inc.
  • Practice emphasizes all aspects of community development, including finance, public policy, and on-the-ground solutions in communities throughout the nation
  • Conducts regular seminars and workshops on impact investing
  • Author of several white papers related to the areas of impact measurement and advancing impact investing through public policy
  • Master's degree in real estate development and finance; B.A. degree, University of Maryland, College Park
  • Can be contacted at [email protected] or @RachelReillyC
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

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  • State Specific Credit Tracker
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* For audio recordings you only pay shipping

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Product ID: 405197
Published 2018
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