Opportunity Zone Investments in Real Estate Development Projects 1.5 Credits
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Opportunity Zones were created in 2017 as a federal income tax incentive for investment in economically disadvantaged Census tracts in every state. Â Most OZ investments have been in real estate development projects.
The OZ statute was unique and in many ways vague, leaving many details to be worked out in Treasury Regulations. Proposed Regulations were issued in October 2018 and April 2019, and the Final Regulations were effective from March 2020. Taxpayers and their advisors have adjusted along the way, and best practices for structuring OZ real estate investments continue to evolve.
Join this CE/CPE Tax Webinar to navigate the complexities of OZ investing that can be rewarding for taxpayers, tax advisors, and financial advisors. They needed to know the rules and the pitfalls so they could help their clients take advantage of this powerful tax incentive.
Key topics discussed in this CE webinar:
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a 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.
Carey Smith is a Senior Counsel with the law firm of Arnold & Porter. He practices in the real estate and tax practice groups, covering a broad range of transactional and tax issues for clients primarily in the commercial real estate business. His focus is negotiating and documenting transactions for equity investments in real estate, including single-asset joint ventures, programmatic and platform joint ventures, and real estate funds. He handles the panoply of issues related to equity transactions, such as buy/sells, forced sales and other exit provisions, required capital and dilution, major decisions and dispute resolution, tax efficient planning and the crystallization of promotes. He represents all participants in joint ventures, from sponsors, developers and managers to institutional investors and family offices.
Carey has broad experience in complex real estate transactions, such as acquisitions and dispositions, debt financing, and local and federal tax incentives. He regularly advises clients on structuring investments to comply with the federal Opportunity Zone program. He also has experience in the tax and transactional issues involved in debt restructuring, recapitalization, and other distressed asset situations. Carey handles U.S. federal income tax planning for all types of business entities, particularly partnerships and limited liability companies. Due to the proliferation of incentive arrangements that use partnership interests or similar equity plans (also known as "profits interests" or "carried interests"), Carey has developed a wide range of experience in executive compensation matters.
Carey is a graduate of Amherst College and Yale Law School.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
TG
Carey Smith was very knowledgeable of the topic (Qualified Opportunity Zone Investments). He was an excellent speaker and presenter.
DM
The mobile app platform worked well and served to make learning a pleasant experience.
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.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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