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INVESTING IN QUALIFIED OPPORTUNITY FUNDS



Friday October 26

3:00 PM EDT - 4:00 PM EDT

In this exclusive LISI webinar, Jim Weller will discuss IRC §1400Z.  IRC §1400Z was added by the Tax Cuts and Jobs Act of 2017 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.  However, IRC §1400Z takes the tax benefits a couple of steps further.  That is, 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. 

In this presentation, Jim will cover:

·       Introduction to Qualified Opportunity Funds

·       Designation of Qualified Opportunity Zones

·       Types of Qualified Opportunity Zone Property

·       What constitutes a Qualified Opportunity Zone Business

·       Qualifying to Invest in Qualified Opportunity Funds

·       Related Party Rules

·       Tax Benefits

·       Death of the Investor

·       Case Studies




There will be no CE for this webinar


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James P. Weller, JD, LL.M, is President of Greenway Capital Advisors, LLC in Houston and Las Vegas. Greenway provides an array of administrative services to private trust companies, individual trustees, individuals, and family entities. Jim has written estate and tax planning articles for the ACTEC Law Journal, Leimberg Information Services, Inc., the Journal of Practical Estate Planning, and the Journal of Financial Planning. His book titled “Tax-Smart Wealth Planning” was published in 2006. Jim has over 30 years experience in the trust, estate, and tax planning industry, and he is member of the State Bar of Michigan.


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