A Limited Time Offer

In his exclusive LISI  “Bundle” of FOUR 80-90 MINUTE WEBINARS Jim Weller provides advisors with everything they need to know about Qualified Opportunity Zones to help their sophisticated clients. In his comprehensive packages of four content-packed webinars, Jim reviews the statute and proposed/final regulations, and takes the viewer through a variety of detailed case studies and examples.

IRC §1400Z was designed to encourage private investment in low-income communities. By investing gain from the sale or exchange of any property to an unrelated party in a Qualified Opportunity Fund, a taxpayer can defer the tax on the gain.  This tax-deferral is reminiscent of the tax-deferral currently permitted for the like-kind exchange of real estate, but IRC §1400Z takes the tax benefits a couple of steps further. 

Depending on the holding period for the investment in a Qualified Opportunity Fund, a portion of the deferred gain that will eventually be realized can be eliminated, and the appreciation of the investment from the date of purchase will not be taxed when the investment is sold. 

Jim's four webinar bundle covers all of the hot issues, including:

o   Introduction to Qualified Opportunity Funds

o   Designation of Qualified Opportunity Zones

o   Types of Qualified Opportunity Zone Property

o   What constitutes a Qualified Opportunity Zone Business

o   Qualifying to Invest in Qualified Opportunity Funds

o   The related Party Rules

o   Tax Benefits

o   Planning for the death of the Investor

o   The proposed and final regulations

o   Case studies

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $199.

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