The Evolving Opportunity Zone Landscape for Advisors ON DEMAND

Overview

Qualified Opportunity Zones remain a powerful yet complex planning tool for financial professionals. In this course, Trent Baeckl explores the evolution of the Opportunity Zone program, key tax incentives, and critical planning considerations ahead of the 2026 gain recognition deadline. Participants will gain practical insight into compliance, reporting, geographic distinctions, and strategic decision-making to help clients evaluate Opportunity Zone investments with greater clarity and confidence.

Highlights

Qualified opportunity zones.

Prerequisites

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Designed For

CPAs and tax professionals.

Objectives

Identify the purpose and structure of the Qualified Opportunity Zone program. Recognize key tax benefits and deferral mechanics of Qualified Opportunity Fund investments. Identify planning considerations related to reinvestment timing and 2026 gain recognition. Recall core compliance, reporting, and state conformity considerations.

Preparation

None.

Notice

None.