An Opportunity Zone Primer

Date: Thursday, January 16, 2020
Time: 5:30pm - 7:30pm
Location: Duquesne Club
Speaker: Billy Morrow, CPA, Tax Partner, BDO USA

Opportunity Zones were created by the 2017 Tax Cut and Jobs Act as a tool to incentivize economic development and job creation in distressed communities.  While the concept is straight-forward, navigating a complex (and dynamic) set of rules while managing risk in order to secure the tax benefits is anything but.  Our presenter discusses key aspects of this legislation from several stakeholder perspectives, including investors, fund managers, developers, business owners, and affected communities.  He will walk through structuring alternatives, highlight footfalls, and introduce planning techniques that help address common issues.  In addition, he will cover current developments and key unresolved aspects of the legislation that require further guidance.

Read Billy Morrow's complete bio here.

1 CFP, 1 CLE and 1 CPE credit granted.

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