Virtual Morning Meeting: Qualified Opportunity Zones-What Investors Should Know

Date: Tuesday, October 27, 2020
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Nina Streeter and Jennifer Proper


The Qualified Opportunity Zone program—created within the 2017 Tax Cuts and Jobs Act—provides a unique tax planning investment option for capital gains. When you invest your capital gains in an Opportunity Zone Fund, you defer taxes on the gains until 2026, you can potentially receive a step-up in basis up to 15%, and you do not pay tax on any appreciation in the fund investment. This presentation will explain more about the program and provide examples of the tax savings available.

  1. Learn why Qualified Opportunity Zones are important
  2. Learn the benefits and challenges of the Opportunity Zone program
  3. Learn to determine whether a client is a good fit

Approved CE: 1 CFP® & 1 CLE Credit (Pending CE: 1 MN Insurance Credit)

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am


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