September 25, 2018
8:00 AM - 9:15 AM EST
Speakers: Peter J. Ulrich

Peter J. Ulrich will discuss the following:

  • Tax benefits for investors
  • Requirements for a Qualified Opportunity Fund (QOF)
    • Limited structural requirements
    • Investing in Qualified Opportunity Zone Property
  • Establishing a QOF
  • Structuring a QOZ project to better attract QOF investment
  • Open points waiting for regulations
    • Certification of a QOF
    • Types of income that can be rolled over
    • Application of 90% asset test
    • Application of substantially all tests
    • Application of underpayment rate penalty