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Caveats to Investing in Opportunity Zones (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing authors@societyoffsp.org. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

 Export to Your Calendar 6/23/2020
When: 06/23/2020
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: Michael W. Valenti, CPA, CFP, MAcc
Contact: Member Services
800.392.6900


Online registration is available until: 6/23/2020
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As part of the Tax Cuts and Jobs Act, Congress attempted to stimulate growth in economically depressed areas throughout the country by creating tax incentives for certain investments in state-nominated opportunity zones. However, for an investor to benefit from the tax incentives, the underlying investment needs to be viable and sustainable on its own. This article summarizes the opportunity zone tax incentives and discusses the risks and downsides to investing in a qualified opportunity fund.

Members: Read the article in the May 2020 Journal of Financial Service Professionals.

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