New Opportunity Zone Incentives After OBBBA
New Recognition Periods, Qualified Rural Opportunity Funds, Planning Strategies
Recording of a 110-minute CPE webinar with Q&A
This webinar will analyze the expansion of opportunity zone (OZ) investments under the One Big Beautiful Bill Act (OBBBA). Our panel of seasoned federal tax experts will discuss the new recognition schedule, meeting property and timing requirements, and provide examples of planning strategies to mitigate tax under this new legislation.
Outline
- OZs under the OBBBA: introduction
- OZs under TCJA
- Prior OZ investments
- New eligibility criteria
- Deferral timeline
- New QROFs
- New reporting requirements
- Penalties
- Examples
Benefits
The panel will cover these and other critical issues:
- Comparing and contrasting OZs under TCJA and the OBBBA
- New QROF requirements and benefits
- Planning to maximize tax savings for OZs under the OBBBA
- New recognition periods for deferral of gains
Faculty
Joshua M. R. Becker, J.D.
Partner
Pillsbury Winthrop Shaw Pittman
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels... | Read More
Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels clients in a diverse range of tax, business, and private wealth matters. Mr. Becker's experience includes the tax and non-tax aspects of investment fund formations, private equity mergers and acquisitions, hedge funds, family office operational and investment structures, and real estate joint ventures and investments. Prior to joining Pillsbury, he was a founding member of a multi-family office and registered investment advisor dedicated to blockchain and digital asset investors, founders, and entrepreneurs.
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Mr. Kennedy is a Partner at PwC.
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Jessica I. Marschall, CPA, ISM AM, AAA Associate Member
President & CEO
Marschall Accounting Services
Ms. Marschall has over 24 years of accounting, audit, and tax experience, including experience at a large public... | Read More
Ms. Marschall has over 24 years of accounting, audit, and tax experience, including experience at a large public accounting firm, internal audit at a national bank, university Research Assistant and scholarly article author and co-author. Her tax and accounting engagements are geared towards individuals, and their small-to-mid sized businesses accounting engagements are geared towards individuals and small businesses.
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