Getting the most out of opportunity zone tax incentives

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

An opportunity fund is an investment vehicle designed to invest in real estate or business development in areas known as “opportunity zones.”

Opportunity zones are particular geographic areas that have been designated as economically distressed. As a result, these areas may be subject to different economic regulations than other regions in the country or state. Tax incentives for investments in opportunity zones include delayed and potentially reduced taxes on capital gains.

An opportunity fund facilitates investments in opportunity zones—regions identified as experiencing economic hardship and in need of stimulus. It helps to rehabilitate these regions while also providing investors with certain tax advantages and benefits. It arose out of the creation of opportunity zones as part of the 2017Tax Cuts and Jobs Act (TCJA), and can only include certain types of land or business development to qualify.

In this CE/CPE tax webinar, Michael Kelley, Founder, and CEO of Park View OZ REIT will be discussing Qualified Opportunity Funds. He will cover the ways opportunity zone incentives can deliver improved financial planning strategies and results.

Click here for more webinars on Tax | Tax Planning | Tax Updates

Learning Objectives

  • To discuss the opportunity zone initiative and its benefits. 
  • To analyze how these tax incentives now can be accessed by all investors, not just accredited investors. 
  • To identify how to tailor opportunity zone incentives to match your clients’ unique financial needs. 
  • To analyze how using these new tax-efficient wealth management tools can add value for clients and help grow your business.

Recommended For

  • This CE/CPE webinar is recommended for CPA, EA, AFSP, CRTP, Tax Professionals, Tax Directors, Tax Practitioners, and Tax Attorneys desiring to understand the opportunity zone tax incentives.
  • This CE/CPE course is insightful for tax managers, CFOs, controllers, compliance managers, risk managers, and business owners.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0898)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01022-22-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01022-22-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01022-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Michael Kelley

, Park View Investments

Michael Kelley, Founder, and CEO of Park View OZ REIT will be discussing Qualified Opportunity Funds. We will cover the ways opportunity zone incentives can deliver improved financial planning strategies and results.

About Company

Park View Investments

parkviewozreit.com

Park View OZ REIT investors can participate in opportunity zone tax incentives with the liquidity of stock ownership.Stock ownership provides investors two significant benefits over traditional partnership interests that currently dominate opportunity zone investment options. First stock ownership provides greater access to these tax incentives by eliminating barriers to investment such as high investment minimums, accreditation requirements, K-1 tax forms, capital lock-ups, and capital calls. Second, stock ownership allows investors to control their own holding period. This greatly increases the financial planning utility opportunity zone investments. Investors can now defer their capital gains for as little as a year or potentially enjoy compound growth tax-free until 2047.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

73 Ratings

Excellent

38

Very Good

27

Average

8

Poor

0

Terrible

0

MB

Michael Boyle, AFSP, EA

Apr 11th, 2022

I have only previously received exposure to this topic in an academic environment and one other overview class. Mr. Kelley's slide deck, graphics, and flow charts distilled the process down to digestible bites. This presentation was much more effective than another I received that was three times the length.

TS

Thomas Sheets, CPA (US)

Apr 11th, 2022

I found this presentation to be very interesting. The presenter was very knowledgeable and presented the information in a clear and understandable manner. The historical perspective he provided was also helpful.

BB

Brian Benson, CFP (US), CPA (US)

Apr 11th, 2022

Great content, connection lagged. Not sure if my internet or "yours" but felt it was worth a mention all the same.

WK

William Kandel, CPA (US)

Apr 11th, 2022

None noted

BC

Brent Copeland, EA

Apr 11th, 2022

Please don't allow sessions to run over time. This one went 5 minutes over, which doesn't sound like much. But many people have back to back meetings.!

Getting the most out of opportunity zone tax incentives

FREE

1 Credit

Subject Area

Taxes

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