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Events

Opportunity Zones: How to Make Qualified Opportunity Funds Work for Your Clients

Mar 4, 2020
Michael Gershon

When

Wednesday, March 4, 2020  12:00 PM - 1:00 PM

Where

WEBINAR

Citrin Cooperman Partner Michael Gershon will be a panelist on CPA Academy's webinar, "Opportunity Zones: How to Make Qualified Opportunity Funds Work for Your Clients."

Learning Objectives:

  • Overview of the opportunity zone initiative and its benefits.
  • Why pairing QOFs with irrevocable grantor trusts can benefit multi-generational asset transfers.
  • How using QOFs instead of 1031 exchanges can increase liquidity and enhance portfolio diversification.
  • How capital gains from sales of art and other collectibles can benefit from QOFs.
  • Understanding the benefits of pairing qualified small business stock (1202 stock) with QOFs.


PANELISTS:

Michael Gershon, Citrin Cooperman
Michael Kelley, Park View Investments

MODERATOR:

Blanche Lark Christerson, Wealth Planning Consultant


CPE Credits 1.0 hour