Podcasts about qualified opportunity funds

Discover how Qualified Opportunity Funds offer Colorado investors significant tax advantages over traditional 1031 exchanges when investing in designated low-income areas.

In this tax-advantaged episode, Ashley Tison, Founder and President of OZPros, shares how he discovered the biggest economic development incentive offered by Congress and how you can use it to dramatically reduce your tax impact. If you are thinking about selling your business, if you're looking to buy or start a business, or if you're looking for an efficient way to put your money to work for you, you won't want to miss this episode.You will discover:- What an Opportunity Zone is and how you can use it to defer and even dramatically reduce your capital gains taxes.- How to structure a Qualified Opportunity Fund and Qualified Opportunity Zone Business for maximum tax impact.- Why you don't need to be an accredited investor to take advantage of these great opportunities.
Today's guest, Ashley Tison, is an attorney, professional speaker, and the Founder of OZPros - A full-service Opportunity Zone advisory firm. Ashley has worked in real estate, mergers & acquisitions, business growth and management. He brings his breadth of experience in these areas to help educate and guide investors to navigate Opportunity Zones. He has built a team uniquely positioned to handle the acquisition and securities, real estate, and tax nuances inherent in Opportunity Zone deals.
Want to learn more about Ashley Tison's work at OZPros? Check out his website at https://ozpros.com/Mentioned in this episode:Take the Founder's Evolution Quiz TodayIf you're a Founder, business owner, or CEO who feels overworked by the business you lead and underwhelmed by the results, you're doing it wrong. Succeeding as a founder all comes down to doing the right one or two things right now. Take the quiz today at foundersquiz.com, and in just ten questions, you can figure out what stage you are in, so you can focus on what is going to work and say goodbye to everything else.Founder's Quiz

Opportunity Zone investing is down significantly over the past two years. Why might now still be a great time to invest in Qualified Opportunity Funds? Recorded live at OZ Pitch Day on June 13, 2024, featuring OZ Insiders members Andrew Doup of SyndicationCounsel, Jill Homan of Javelin 19 Investments, and Coni Rathbone of VF Law. Moderated by Jimmy Atkinson of OpportunityDb and OZ Insiders. Show notes & transcript: https://opportunitydb.com/2024/07/why-invest-ozs-now-309/

Novogradac has announced a staggering number of homes that Qualified Opportunity Funds have helped to finance, detailed in a new report. Plus: Big OZ development news from Urban Catalyst in San Jose, and Driftwood Capital in Miami. Show notes: https://opportunitydb.com/2024/04/oznh-apr-2024/

Barrett Linburg, a real estate investor, discusses his journey investing in real estate and explains the decision-making process for holding or selling a project and the benefits of investing in Opportunity Zones. Barrett also touches on the potential extension of Opportunity Zone provisions and the types of gain eligible for investment. He provides insights into the timing rules for investment and the tax benefits of holding an investment for 10 years. Finally, he discusses the process of setting up a Qualified Opportunity Fund. In this conversation, Barrett Linburg discusses the tax deferral and reduction benefits of investing in Opportunity Zones. He explains the rules and requirements for qualified Opportunity Funds and the importance of deploying capital within specific timeframes. Barrett also highlights the role of qualified Opportunity Zone businesses and the flexibility they offer in cash management. He emphasizes the need for proper structuring and compliance in the Opportunity Zone space. The conversation concludes with a discussion on the adoption of technology to streamline business workflows and how to get in touch with Barrett   Takeaways Real estate investors can benefit from buying distressed properties and performing extensive renovations to increase returns and lower operating expenses. The decision to hold or sell a project depends on factors such as the tax structure, net cash flow, and return on equity. Opportunity Zone investing offers tax benefits, including deferral of capital gains taxes and potential elimination of taxes on appreciation after holding the investment for 10 years. Investors must have a capital gain to invest in an Opportunity Zone fund, and the gain can come from various sources, including stocks, real estate, and personal assets. Investing in Opportunity Zones allows for tax deferral and reduction until April 2027. Qualified Opportunity Funds must deploy capital into real estate projects within specific timeframes. Qualified Opportunity Zone businesses provide flexibility in cash management and have testing requirements. Setting up a qualified Opportunity Fund requires compliance with tax regulations and deal flow management. Awareness and adoption of Opportunity Zones are growing, but there is still room for more participation. Investors can diversify their investments by partnering with different Opportunity Zone funds. Personal qualified Opportunity Funds are suitable for individuals who are comfortable with compliance and deal sourcing. Adopting technology, such as Copilot, can streamline business workflows and improve efficiency.

When raising capital for an Opportunity Zone project, there are important practical and legal considerations for OZ project sponsors and Qualified Opportunity Fund managers to understand. On today's show, OZ Insiders founder Jimmy Atkinson details the implications of offering an investment security, and the five critical things that every sponsor needs before offering a Qualified Opportunity Fund. Show notes & transcript: https://opportunitydb.com/2024/02/qof-offering-295/ Sponsored by OZ Insiders. Learn more: https://ozinsiders.com/

A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opportunitydb.com/2023/11/roundtable-287/

The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare? Gain a complete understanding of Opportunity Zones and Qualified Opportunity Fund investing in today's episode, which is a recording of a live webinar conducted in August 2023, co-hosted by Jimmy Atkinson of OpportunityDb and Kirk Walton of GPWM Funds. Show notes & transcripts: https://opportunitydb.com/2023/09/kirk-walton-279/

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Kevin Kim is a Partner with Geraci LLP and leads the firm's corporate & securities practice. His expertise lies in fund formation, private placements, and other securities offerings for private lenders, real estate developers, and investors of all sizes. Kevin and his team have advised and prepared hundreds of securities offerings including mortgage funds, structured debt offerings, real estate syndications, crowdfunding offerings, EB-5 projects, and Qualified Opportunity Funds. Kevin's passion lies in serving his clients as a pragmatic advisor focusing on real world solutions. Kevin is also a nationally recognized expert in mortgage fund formation. Kevin is the lead instructor for the American Association of Private Lender's Certified Fund Manager courses, where he teaches mortgage fund managers throughout the United States on fund management and securities laws. Kevin hosts the podcast Lender Lounge with Kevin Kim, where he interviews industry leaders, friends, and colleagues in the private lending space to learn what makes them tick. In this episode, Kevin Kim takes us on a journey into the world of private lending. Discover its unique similarities and differences to hard money lending, learn how to prepare for lucrative opportunities, and get insights into licenses, foreclosure types, and even launching your own fund. Uncover the power of private lending in the real estate industry with Kevin's expert guidance. Tune in!   Announcement: Join our Apartment Investing Mastermind   All things private lending   00:00 All things private lending; 03:45 Why private lending; 08:56 Private money Vs. Hard Money; 12:19 Being in position for private lending opportunities; 17:35 Licenses for private lending ~ Usury Caps  23:47 Non-judicial closure VS. Judicial closure;  24:53 Launching your own fund;   Announcement: Download Our Sample Deal and Join Our Mailing List   29:29 Round of Insights   Apparent Failure: Making a bad mistake on a client's file early in his career. Digital Resource: Perella Most Recommended Book: Extreme Ownership Daily Habit: Keeping track on his word doc for his priorities #1 Insight for Private Lending: Regionality and focus will be key to success. Best Place to Grab a Bite to Eat in Irvine, California:  Little Sister    Contact Kevin: You can find Kevin's podcast on Spotify,  Apple Podcasts or any platform you prefer. To learn more go to www.geracillp.com   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.  

RIAs and other financial advisors remain an elusive, relatively untapped source of equity for Opportunity Zone deals. Barrett Linburg, founder of Savoy Equity Partners, joins the show to discuss the opportunity for OZ developers and fund sponsors to tap into the RIA market, as well as the opportunity for RIAs to bolster their clients' portfolios with Qualified Opportunity Fund holdings. https://opportunitydb.com/2023/01/barrett-linburg-243/

The month of December in 2019, 2020, and 2021 was the strongest equity raising month in each of those years for Opportunity Zone investors. Will 2022 turn out the same? Erik Hayden, founder and CEO of Urban Catalyst, returns to the show to provide a year-end status update on Urban Catalyst and give his thoughts on why December is traditionally the most popular month of the year for investing in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/12/erik-hayden-236/

Four years into the launch of the first Qualified Opportunity Funds, how have expectations of the tax policy changed? And what types of success have some early adopters had so far? Stephanie Copeland, managing partner at Four Points Funding, joins the show to provide an update on her team's efforts to develop in Opportunity Zone communities in Colorado over the past four years. Show notes: https://opportunitydb.com/2022/11/stephanie-copeland-226/

The stock market is down, inflation is at 40-year highs, and interest rates are on the rise. How are rising debt costs impacting the operations of Qualified Opportunity Fund operators? James Brunger, chief sales officer at Capital Square, joins the show to discuss Capital Square's DST and Opportunity Zone programs, and how recent moves by the Fed are impacting where investors can still find value. Show notes and transcript: https://opportunitydb.com/2022/09/james-brunger-220/

Is there a ticking time bomb that may disqualify more than $1.3 billion of funds raised by Qualified Opportunity Funds? Kirk Walton, co-founder and managing partner of GPWM Funds, joins the show to discuss potential solutions to QOF filing errors and his approach to Opportunity Zone investing. Show notes: https://opportunitydb.com/2022/09/kirk-walton-217/

Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Valerie Grunduski, partner and real estate tax specialist at Plante Moran, and Jeremy Sompels, principal and cost segregation senior manager at Plante Moran, join the show to discuss how the effect of cost segregation is particularly powerful for investors in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/plante-moran-216/

Passive real estate investing can bring cash flow and appreciation to investors who don't necessarily want to be actively hands-on. John Rubino, founder and COO of JID Investments, joins the show to discuss how High Net Worth investors should think about passive real estate investing with Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/john-rubino-215/

Real estate securities laws that apply to Qualified Opportunity Funds can have a huge (and often times ignored) impact on OZ developers and project sponsors. Coni Rathbone, real estate and securities attorney at Dunn Carney, joins the show to discuss what real estate developers and fund operators need to be aware of before raising Opportunity Zone capital from investors. Show notes: https://opportunitydb.com/2022/06/coni-rathbone-201/

It's incredibly easy for Qualified Opportunity Fund managers and limited partners who invest in such funds to get tripped up by many of the novel complexities that arise from the statute and regulations dictating Opportunity Zone investing. Andrew Gradman, a tax attorney who specializes in Opportunity Zone transactions, joins the show to discuss his recent article for California Tax Lawyer, titled "QOZ Planning When Penalties Are A Certainty." Show notes: https://opportunitydb.com/2022/06/andrew-gradman-199/

Multifamily is the most popular asset class for Opportunity Zone investors. According to the latest Qualified Opportunity Fund survey data from Novogradac, approximately 80% of all QOFs have exposure to residential real estate. Scott Hawksworth, co-founder of MultifamilyInvestor.com, joins the show to discuss multifamily real estate investing trends that are unfolding in 2022, how current macroeconomic conditions are affecting investors, and how Opportunity Zone investors are reacting to the asset class. Transcript and show notes: https://opportunitydb.com/2022/06/scott-hawksworth-198/

With stocks and bonds trending downward as of late, record amounts of money are pouring into alternative investments, including Qualified Opportunity Funds. Andy Hagans, co-founder of AltsDb, joins the show to discuss where Opportunity Zones fit into the broader alternative investments asset class and how financial repression is creating an opportunity for OZ investors. Transcript and show notes: https://opportunitydb.com/2022/06/andy-hagans-197/

Bipartisan and bicameral legislation was recently introduced that would improve Opportunity Zones and push back the tax incentive's deferral date by two years, from 2026 to 2028. The extension will allow OZ investors to continue attracting capital for a program that both supports the local tax base and boosts job growth in these communities.  Senator Tim Scott's former tax adviser, Shay Hawkins is founder and CEO of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry.  Transcript and show notes at OpportunityDb.com.

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There are many Qualified Opportunity Funds that encompass multifamily real estate and are well worth any investor's consideration. Investing in multifamily property offers a wide variety of advantages for investors, such as leverage, cash flow, equity growth, and, tax savings are all financial features of a sound multifamily real estate investment. Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs & financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape. Transcript and show notes at OpportunityDb.com. .

Opportunity Zones are an investment wrapper that provide exciting tax advantages... and there are many Qualified Opportunity Funds that contain multifamily real estate. Jimmy Atkinson, founder of the Opportunity Zones Database joins the show once again to offer his insights. Find show notes and more at: https://multifamilyinvestor.com/2021/11/jimmy-atkinson-002/

Time is running out on the December 31, 2021 Opportunity Zone deadline. If you're an investor with capital gains, how can you find a suitable Opportunity Zone investment before the end of this year? On today's episode, you'll learn more about the OpportunityDb OZ Pitch Day Fall 2021 Online Event. OZ Pitch Day will take place on Wednesday, November 3 and Thursday, November 4. The event will feature educational content and pitches from over a dozen different Qualified Opportunity Funds. Learn more at OZPitchDay.com

In this week's Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partner John Sciarretti, CPA, discuss highlights from the Novogradac Opportunity Zones Investment Report: Data Through June 30, 2021. In addition to top-level fundraising amounts, they discuss the types of businesses that are receiving opportunity zones (OZ) investment, geographic placement of OZ investments, average fundraising levels of qualified opportunity funds (QOFs) and upcoming OZ deadlines that could affect QOF fundraising. They also discuss corrections and correcting amendments to final OZ regulations.

In this week's Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partner John Sciarretti, CPA, discuss highlights from the Novogradac Opportunity Zones Investment Report: Data Through June 30, 2021. In addition to top-level fundraising amounts, they discuss the types of businesses that are receiving opportunity zones (OZ) investment, geographic placement of OZ investments, average fundraising levels of qualified opportunity funds (QOFs) and upcoming OZ deadlines that could affect QOF fundraising. They also discuss corrections and correcting amendments to final OZ regulations.

What are the advantages of a Qualified Opportunity Fund that is structured as a REIT instead of a partnership? How does the level of diversification in a fund impact its risk/return profile? Peter Ciganik is Managing Director at GTIS Partners, a global real estate investment firm based in New York. Transcript and show notes at OpportunityDb.com

Do record stock market levels, the high inflation environment, and the new economy pose an opportunity for Opportunity Zone investors? Are there silver linings in rising prices? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Transcript and show notes at OpportunityDb.com

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Why is Opportunity Zone deal flow increasing, and by how much? Chris Loeffler is co-founder and CEO of Caliber, an asset management and real estate services firm headquartered in Scottsdale, Arizona. Caliber Funds is currently offering a $500 million mixed-asset Qualified Opportunity Fund geographically focused in the greater southwest region of the United States. Transcript and show notes on OpportunityDb.com

A summary of IRS guidance issued due to COVID-19, Notice 2021-10, to qualified opportunity funds (QOF) investors and qualified opportunity fund zones. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

In this episode Terry Martine sits down with Rick Martens of Inland Capital and discuss what an opportunity zone is and how it is used for investors. According to the IRS, "A Qualified Opportunity Zone (QOZ)  is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.  Localities qualify as QOZs if they have been nominated for that designation by a state, the District of Columbia, or a U.S. territory and that nomination has been certified by the Secretary of the U.S. Treasury via his delegation of authority to the Internal Revenue Service (IRS)."Isn't it interesting that the government knows that in order to revitalize an area, the easiest way is to give tax incentives?  In a nutshell, the government is allowing accredited investors the opportunity to build/invest in one of these zones and get a substantial tax reduction. This is one of the episodes where we take a deep dive into the topic. The best way to get the most out of this podcast is to listen all the way through the first time then grab a notebook and write down your questions for the second time through. If you want inventory or questions answered about Qualified Opportunity Zone Funds, feel free to give us a call or click over to our website at https://frsinvestmentadvisors.com/You should consult a financial adviser familiar with the specific circumstances of your unique financial situation before making any financial decisions. Nothing in this broadcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Terry Martine is an investment advisor representative of FRS investment advisors, a Florida investment advisory firm.

What should an investor consider before investing in a Qualified Opportunity Fund? Several Opportunity Zone experts provided their insights on a live panel recorded on March 9, 2021 during OZ Pitch Day, titled "How to Invest in Opportunity Zones." Today's podcast episode is the audio version of that panel. Moderated by OpportunityDb founder Jimmy Atkinson, the panel featured Greg Genovese of USG Realty Capital, Dave Kunz of Hall Venture Partners, Clark Spencer of Grubb Properties, Will Walker of Hall Labs, and Dana Woodbury of Buttonwood Due Diligence. Transcript and show notes at OpportunityDb.com

What can Opportunity Zone investors expect from post-COVID market conditions? And how have Qualified Opportunity Funds evolved since program inception? Greg Genovese is CEO of USG Realty Capital and Investors Choice OZ Fund, a new Qualified Opportunity Fund offered by USG/OZI. Show notes and transcript at OpportunityDb.com

With Joe Biden in the White House, how might Opportunity Zones transform over the coming years? Steve Glickman recently joined me during a fireside chat at OZ Pitch Day to discuss this topic and more. Steve is founder and CEO of Develop Advisors, a consulting firm for Qualified Opportunity Funds. He previously co-founded the Economic Innovation Group. Show notes and transcript at OpportunityDb.com

Why are shovel-ready projects so crucial to a multi-asset Qualified Opportunity Fund strategy? And how can a fund be structured in order to allow investment from self-directed QOFs at the project level? Jon White is president and managing director at Larson Capital, a real estate-focused private equity firm headquartered in St. Louis. Transcript and show notes at OpportunityDb.com

Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.

Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.

If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the newly extended deadline of March 31, 2021? OpportunityDb's OZ Pitch Day 2021 online event is coming to help. OZ Pitch Day 2021 will take place on Tuesday, March 9, 2021 and will feature educational content and pitches from roughly one dozen Qualified Opportunity Funds. Visit OZPitchDay.com to learn more and register today.

In this week's Tax Credit Tuesday podcast on opportunity zones updates, Michael J. Novogradac, CPA, is joined by John Sciarretti, partner in Novogradac's Dover, Ohio, office. They start by discussing IRS guidance concerning several deadlines for qualified opportunity funds and other opportunity zones (OZ) stakeholders. Next, they talk about what stakeholders should know about the guidance as well as areas that need further clarification. Then, they share insight into what to expect from the Biden administration concerning opportunity zones, and they discuss a special Novogradac report that will be releasing soon on opportunity funds. They wrap up with discussion of the Novogradac Opportunity Zones Conference in April.

In this week's Tax Credit Tuesday podcast on opportunity zones updates, Michael J. Novogradac, CPA, is joined by John Sciarretti, partner in Novogradac's Dover, Ohio, office. They start by discussing IRS guidance concerning several deadlines for qualified opportunity funds and other opportunity zones (OZ) stakeholders. Next, they talk about what stakeholders should know about the guidance as well as areas that need further clarification. Then, they share insight into what to expect from the Biden administration concerning opportunity zones, and they discuss a special Novogradac report that will be releasing soon on opportunity funds. They wrap up with discussion of the Novogradac Opportunity Zones Conference in April.

If you’re an investor with capital gains, how can you find your Opportunity Zone investment and get invested before the end of this year? Today I’m officially launching the OpportunityDb OZ Pitch Day 2020 Online Event. OZ Pitch Day will take place on Tuesday, November 17, 2020 and will feature roughly one dozen Qualified Opportunity Funds. Transcript and show notes at OpportunityDb.com

What securities laws should Qualified Opportunity Fund issuers be aware of before they start raising capital from investors? And what are the major differences between the different types of private placement offerings? Clem Turner is a New York-based corporate and securities attorney for CSG and leads the firm's alternative capital practice. Transcript and show notes at OpportunityDb.com

As we approach the fourth quarter of 2020, what are some of the most important timing considerations for Opportunity Zone investors and Qualified Opportunity Fund issuers? Ashley Tison is an Opportunity Zone consultant and attorney based in Charlotte, North Carolina. Along with Jimmy Atkinson, he is co-founder of OZ Pros, an Opportunity Zone advisory firm. Transcript and show notes available at OpportunityDb.com

Dr. Ben Carson, Secretary, Housing and Urban Development, joins America's Roundtable co-hosts Natasha Srdoc and Joel Anand Samy to discuss the impact of the opportunity zones across the United States where 35 million Americans reside. The Opportunity Zones incentive, created by the 2017 Tax Cuts and Jobs Act, was designed to spur economic development and job creation by encouraging long-term investments in low-income communities nationwide. As America begins its path of economic recovery after the COVID-19 pandemic lockdowns, this initiative is a unique endeavor to fuel job creation and economic growth. The conversation also highlights the importance of focusing on the science and real data from around the world when addressing the concerns about the coronavirus pandemic which originated in Wuhan, China. Dr. Carson brings to the table his experiences as a medical professional, a longtime Director of Pediatric Neurosurgery at the Johns Hopkins Hospital, a position which he held since the age of 33. Dr. Ben Carson presents ideas and solutions, emphasizing the guidelines provided by the administration and best practices outlined in order to safely reopen schools across America. Over 50 million students from K-12 grade have been impacted by the disruption caused by the coronavirus pandemic. Greater concerns are raised as some states and school districts are pushing back on safely reopening schools. While virtual education may help a certain group of students, these efforts may further marginalize the over 43% of children from lower income families lacking access to digital devices and the 15% of U.S. households with school-age children who do not have a high-speed internet connection at home. Schools insisting on virtual education are ignoring the digital divide. This may adversely affect low-income families and specifically children from the Black, Hispanic and rural areas. https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ | https://ileaderssummit.org/services/americas-roundtable-radio/ https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 Twitter: @SecretaryCarson @ileaderssummit @NatashaSrdoc @JoelAnandUSA U.S. Department of Housing and Urban Development: https://www.hud.gov/ https://www.hud.gov/about/Secretary — The Opportunity Zones incentive, created by the 2017 Tax Cuts and Jobs Act, was designed to spur economic development and job creation by encouraging long-term investments in low-income communities nationwide. Nearly 35 million Americans live in the more than 8,700 Opportunity Zones across the country. —The Secretary was just in Charleston, SC for an Opportunity Zone focused event with Senator Scott to discuss a new rule from the Treasury to drive more capital in underserved communities. —273 action items have been completed by the White House Opportunity and Revitalization Council as of the end of April. This list is available at OpportunityZones.gov. Each of these action items helps further the Council’s mission of complementing private Qualified Opportunity Fund investment. —The rate of infection among younger schoolchildren and from students to teachers has been low, especially if proper precautions are followed. There have also been few reports of children being the primary source of COVID-19 transmission among family members. That’s where the data currently stands. America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America’s Roundtable radio program - a strategic initiative of International Leaders Summit, focuses on America’s economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. America’s Roundtable is aired by Lanser Broadcasting Corporation - The Pledge Radio, at 96.5 FM, 98.9 FM and 1260 AM, covering Michigan’s major market, and through podcast on iTunes and other key online platforms. The Pledge Radio also features Salem Radio Network’s Dennis Prager and Michael Medved.

The US Department of Housing and Urban Development (HUD) has played a critical role in the nation's coronavirus pandemic response and in managing challenges to housing stability for both homeowners and renters impacted by the crisis. That support has taken myriad forms, ranging from forbearance for homeowners with federally backed loans to Ginnie Mae's interventions to support liquidity in the mortgage-backed securities market. To discuss HUD's response to the crisis, Sam Chandan is joined by the Honorable Seth Appleton, Assistant Secretary for Policy Development & Research at HUD and head of Ginnie Mae; and Alfonso Costa, Deputy Chief of Staff to Secretary Ben Carson and HUD's agency lead for the White House Opportunity and Revitalization Council. The Council is the oversight body for the Opportunity Zone program, which provides new paths for investment in historically underserved communities. Program Notes Information for homeowners, renters, and housing providers on HUD's pandemic response programs can be found at hud.gov/coronavirus. Information about the Opportunity Zone program can be found at OpportunityZones.gov. IRS Notice 2020-39—Relief for Qualified Opportunity Funds and Investors Affected by Ongoing Coronavirus Disease 2019 Pandemic

In April, the IRS published correcting amendments to the final regulations on Qualified Opportunity Funds. What are the key changes that Opportunity Zone participants need to be aware of? Jessica Millett is partner and chair of Duval & Stachenfeld's tax practice group. Ashley Tison is co-founder at OZ Pros. Transcript and show notes at OpportunityDb.com

In this episode of Brian Stark LIVE, Brian is excited to welcome Dr. Jim White on the show. Dr. Jim White's new book, OPPORTUNITY INVESTING: How to Revitalize Urban and Rural Communities with Opportunity Funds explores how Qualified Opportunity Funds can effectively change the lives of millions of people in Qualified Opportunity Zones in this nation. Dr. White is Chairman and CEO of Post Harvest Technologies, Inc. and Growers Ice Company, Founder/CEO of PHT Opportunity Fund LP, and Founder/President of JL White International LLC. Throughout his career, he has bought, expanded and sold 23 companies in 44 countries.

What are the biggest Opportunity Zone lessons we've discovered and Qualified Opportunity Fund best practices we've formed after our first 100 Opportunity Strategy Calls at OZ Pros? And how can they apply to you? Opportunity Zones Podcast host Jimmy Atkinson and OZ Consultants CEO Ashley Tison are co-founders of OZ Pros -- Qualified Opportunity Fund and Qualified Opportunity Zone Business entity formation made easy. Show notes and transcript on OpportunityDb.com

In this inaugural podcast of Breaking Ground, real estate insights, Ken Weissenberg, Tax Partner and Co-Leader of EisnerAmper’s National Real Estate Group, shares insights from the latest round of Treasury and IRS guidance on QOFs, the impact these regulations could have on investors, and still-unresolved issues surrounding QOZ investing.

People all over the country are using Qualified Opportunity Funds to avoid paying taxes on Capital Gains. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/dreaming-with-daube/message

What are the five most impactful changes in the final IRS regulations on Opportunity Zones? And what’s the true story behind the Opportunity Zone designation in Storey County, NV? Daniel Kowalski is counselor to Treasury Secretary Steven Mnuchin and led the Treasury Department’s efforts in issuing regulations on Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com

A deep dive into the benefits and concerns of Qualified Opportunity Funds and Opportunity Zones proposed regulations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

It's been nearly six months since the IRS issued its second tranche of regulatory guidance on Qualified Opportunity Funds. How are business Opportunity Zone funds proceeding? Brian Phillips is managing partner of The Pearl Fund, the first Opportunity Zone fund to focus exclusively on business, using a venture capital model. Show notes and transcript on OpportunityDb.com

The IMN Opportunity Zone Forum forum is being held in Chicago on September 19th.  Listeners of the podcast can use code NSCM20 when registering for a 20% discount Normandy Real Estate Partners is the latest major real estate player to launch an opportunity zone fund.  The New Jersey-based fund announced its first development deal acquiring a property in Prince Georges County, Maryland.  Normandy bought the property for 6.3 million and plans to demolish the existing building and develop at 160 thousand square foot warehouse. Joining the podcast to discuss OZ markets and risk is Gavriel Kahane, Managing Partner and Chief Investment Officer of Opportunity Development Group or (ODG).  ODG has launched a Qualified Opportunity Fund to invest in opportunistic development and redevelopment projects in targeted growth markets.

Interview begins: 06:02Debrief begins: 39:50Barbara Bickham is the co-founder and Managing Director of WIF AX. WIF AX (Women's Innovation Fund Accelerator) is a Qualified Opportunity Fund building women-balanced and environmentally-sustainable organizations within QOZ's nationwide. They plan to use a mix of incubation, shared workspace, and business finance while requiring participants to have a C-suite made up of at least 50% women, and operational plans which contain environmental sustainability considerations.WIF AX was founded in 2019 and based in Los Angeles, CA.Learn more about WIF AX: https://wifaxvc.com/--Follow upside on Twitter: https://twitter.com/upsidefm Vote for upside for the 2020 SXSW Panel Picker: https://upside.fm/vote

Victor Hackett is an Opportunity Zone superstar. He is a lawyer, professor, thought leader, financial advisor, and a national speaker. He is also the co-founder of Op Zone Nation, a company that provides educational resources and advisory services for opportunity zone investors.We take a very deep dive as Victor explains opportunity zones involving the laws, tax codes, who its suited for, and investing advantages over stocks. We also learn about social impact investing, how to find a qualified fund manager, and the three crucial “P” words! Reference Links Op Zone Nation Website https://opzonenation.com/ Opportunity Zone Expo https://www.opportunityzoneexpo.com/ Josh manages a Qualified Opportunity Fund with incredible tax saving advantages www.AccountableEquity.com

Mike McMahon dives deep into the intricacies of structuring a Qualified Opportunity Fund, (QOF). He's got some surprising advice for folks who believe there's no way to make a REIT work in the OZ.Host: Jack HealdGuest: Mike McMahon

Today is a double/combo episode covering 1031 exchanges, opportunity zones, net leased properties, impact investments and advanced tax planning. Our guest today is writer/speaker/thought leader Tony Nitti, CPA a Tax Partner with RubinBrown. Tony is a regular contributor/writer for Forbes and Tax Advisor and has been featured on Bloomberg, CNN Money, The Wall Street Journal and The New York Times. With over 20 years of accounting and tax experience, Tony holds a Masters in Taxation from the University of Denver and specializes in corporate and partnership taxation, with an emphasis on complex mergers and acquisitions structuring.  The wide ranging discussion covers: - "If you don't laugh, you would cry" Tony Nitti on covering the US Tax Code - Tax Code is a moving target: It is not enough to know the current law; you need to know where it is going. - Tax Cut & JOBS Act - New Capital Gains Tax Rate? - Will the 1031 and Opportunity Zone legislation stick around? - Why 1031 Exchanges make sense - Why 1031's are part of high end tax planning - can you avoid capital gains tax forever? - common 1031 exchange misconceptions - why deferral is "always" / "usually" the right choice (in most cases!) - what will the rate be when the tax comes to roost? - "To Do OR Not To Do" a 1031 Exchange - why capital gains rates will never be lower than right now - 1031 forever or cash out and pay the tax? - the greatest tax planning tool - death? - what is your true capital gains rate? - Section 1250 Gain - net investment income tax rate - State Taxes! - "I was only calculating Fed!" - Double Digit Rates! - best blended rate to estimate your capital gains tax for your 1031 exchange - Section 199A - 20% deduction - who / what / why - "the bane of every CPA's existence" - Section 162 "Trade or Business" - 199A: NNN property v. NN property - rental safe harbor: 200 hours per year - "investment" v. "Trade or Business" - 199A: Opportunity Zones (45 minute mark) - IRS disconnect of what a triple net lease is really like - IRS Notice 2019-7: Triple Net 199A - "good tax policy does not force you to buy other investments you would not otherwise purchase" - 2025 Sunset of Tax Provisions - "Tread Lightly" Walter White, Breaking Bad - Tax law repeal and the ebb and flow of partisan politics - It is not just where the laws are today but where they will be in the future and trying to figure out where they are headed. - 55 minute mark - changing gears to Opportunity Zones - The differences between 1031 Exchanges v. Opportunity Zones - $4M example - OppZone "hand is forced" to "where" you have to invest. - Tax and Non-Tax considerations - OZ Advantage #1 - take cash off the table; invest gain only - OZ Advantage #2 - able to split / restructure partnerships - OZ Advantage #3 - not just "like kind" property - OZ Disadvantage - gain and tax liability comes home to roost sooner than later... in 2026. At mercy of what the rate is in 2026; not today's rate, tax is at 2026 rate. - investing in a Qualified Opportunity Fund - self-election of QOF - existing entity or new entity - self certification - "not enough time" to go over the common criticisms of the Opportunity Zone program - more money or projects? For OZ's - Tony on Twitter  - Location. Location. Location. - Gentrification - debt and refinancing in Opportunity Zones: 2 year rule of thumb - substantial improvement rule - "any" 30 month period wording - Cost Segregation - Tony On Forbes - Tony on LinkedIn _______ Ask your own 1031 exchange, triple net, passive income or other commercial investment real estate question at http://1031navigator.com/ask or leave a direct voicemail at the podcast hotline at 970-300-1994 Get FREE answers to your most pressing 1031 and real estate investing questions. Leave a direct voicemail at the podcast hotline at 970-300-1994 _______ Thanks for listening! Your host, Thomas Morgan, CCIM 1031 Navigator helps investors nationwide find the best 1031 Exchange replacement properties in the shortest amount of time. Our focused expertise, experience and daily triple net NNN market presence enables clients to complete their 1031 Exchanges with peace of mind and certainty. NNN properties provide low risk passive income. 1031 Navigator has been involved with over a billion dollars of 1031 Exchange NNN Properties in over 35 states. 1031 Navigator is a service of Andrus & Morgan Co., a national commercial and investment real estate brokerage specializing in 1031 exchanges into passive income and triple net NNN investments. For a free, no-obligation 1031 Exchange NNN Property Strategy session for your 1031 Exchange visit: http://www.1031navigator.com As always, make sure to check with your legal or tax advisor before relying on this information. This is show is for informational purposes only and is provided without warranty. Common sense is the best practice.

Qualified Opportunity Zones were created in the 2017 tax plan passed by congress.   Following is from my second conversation with Real Estate Accountant, Jonathan McGuire, from Aldrich Advisors.  In this we dive into the clarifications provided Treasury Department draft proposal of proposed regulations.  Eventually, final regulations will follow. In the second round, a path from inception to exit strategy has been made clear.   On CREPN Radio episode #158 Round I, Jonathan explained what Qualified Opportunity Zones were and their purpose.  For investors with a capital gain, from any investment, they could invest with a temporary deferral on the owed tax if they stayed in for 5 or 7 years.  If they stayed in 10 plus years, the subsequent gain on the investment in the Qualified Opportunity Zone is TAX FREE.  Click the link to download your Qualified Opportunity Zone Explanation Temporary Gain Deferral Temporary Gain Deferral is the initial benefit to investors with capital gains who reinvest their gain into a Qualified Opportunity Fund that invest in a Qualified Opportunity Zone.  The QOZ deferral program last until December 31, 2026 at which time, the deferred tax becomes due.  Discount on the Original Capital Gain    If the investor holds the investment for: 5 years by 12/31/2026, the investor receives a 10% discount on the basis for which tax is owed.   7 years by 12/31/2026, the investor receives a 15% discount on the basis for which tax is owed TAX FREE BONUS  If the investor holds the investment for more than 10 years, ALL SUBSEQUENT GAINS ARE TAX FREE! Round II Clarifications: Use inside the Qualified Opportunity Zones -  Originally, the understanding was specific to the real estate; new construction, or substantially improved.  The round II clarified that tenants in a QOZ can also take advantage of the tax laws. TAX FREE GAIN End Date Round II clarified the end date for the free bonus on the subsequent gain.  The 100% tax free subsequent gain ends in 2047. Previously, there was no recognized end date attached to this.  This will likely create another anniversary date for additional market activity.    Fund Rules Fund Rules require that 90% of assets held by opportunity zone fund must be invested in qualified opportunity zone stock, partnership or property.    And, at least 70% of the property inside of the business, etc must be qualified, ie: acquired after 12/17, substantial improvement, original use inside the QOZ, etc.    More Clarifications: Land will always have original use.  This clarification reduces the amount of substantial improvement required, due to the subtraction of the land value from the purchase price.  The reference point for determining the value of the land is the county assessor tax record.     QOZ allows you to separately recognize the true economic value of the structure and land.  By lowering the value of the structure, this lowers the amount of substantial improvement needed to qualify for the QOZ.   Depreciation, if you keep the investment for 10 plus years and sell before 2047, for qualified investments, there will be no capital gain and capital gain tax.  Therefore, the benefit of a cost segregation study is worth even more when considering the basis step up. Because you have no gain, you can have no depreciation recapture.     Paying the deferred tax from your original gain that your deferred into the Qualified Opportunity Zone has been made easier.  Round II explanation provides the option to refinance the property, take cash out so that you can pay the tax due in 2026   Property in lieu of cash can be contributed to the Qualified Opportunity Zone.  If you currently own property in a zone, but do not have a gain from a sale, you can contribute the property you hold into the fund, and participate in the investment. BIGGEST RISK  Each week I ask my guest, “What is the Biggest Risk Real Estate Investors face?”   BIGGEST RISK: I would say the BIGGEST RISK is not taking a serious look at Opportunity Zones. If you don't do it and put a little bit of sweat equity into this to see if you can you can make a deal fit inside of a zone. If you have a project underway or a potential project that you're looking at I mean, you would be doing yourself a disservice if you have a property or a business that it's going to be located in the zone and not take advantage of this. Now maybe you don't have capital gains so you can't do anything. But you know maybe you need some investors, and you need capital. Why take a debt interest? Let's get somebody with equity that wants to have a vested interest in seeing the business succeed and create an investment that works for them and for you. And then it's a win win on both sides.  For more go to: www.aldrichadvisors.com jmcguire@aldrichadvisors.com

On Tuesday, July 9, the IRS held a public hearing on Qualified Opportunity Funds. Who spoke at the hearing and what are some of the biggest issues that the IRS needs to clarify? Full recap available at OpportunityDb.com

Full audio recording of the July 9 IRS public hearing on proposed regulations: "Investing in Qualified Opportunity Funds" [REG-120186-18]. Recorded live on site at the IRS New Carrollton Federal Building Auditorium on July 9, 2019, beginning at 10:00 a.m. EDT. Timestamps and recap at OpportunityDb.com/hearing

It's been one year since Virtua Partners launched the very first Qualified Opportunity Fund. Since then, they have raised $100 million, roughly half of which has already been deployed; they've broken ground on numerous projects, and have a pipeline of about 100 more. Quinn Palomino is principal at Virtua Partners, a global private equity firm that specializes in commercial real estate, and manager of four Opportunity Zone funds. Show notes and transcript on OpportunityDb.com

Welcome to Building the Blockchain Internet Talk Podcast show. Brought to you by Acquchat.com and CPACloudtaxpros.com I’m David your host along with my Co-Host Will Walker from Crowdcreate.us. We recorded this podcast interview with our special guest Barbara Bickham Founder/CTO - Trailyn Ventures - Blockchain Advisory Chief of the Block - Blockchain Accelerator for Global Growth and Co-Founder/Managing Director, WIF AX, LLC. (Women's Innovation Fund Accelerator) is a Qualified Opportunity Fund focused on building women-led organizations within Qualified Opportunity Zones. Disclaimer: We do not recommend investing in any specific or particular ICO’s/STO’s, Funds or any Cryptocurrencies without first getting financial advice from a professional that you know and trust. Building the Blockchain podcast is here to help you better understand and be aware of the latest developments, trends in Blockchain. Listen to us interview investors, founders, leaders of startup Incubators, Accelerators and companies that are disrupting our daily lives. Listen to all our podcasts at Anchor.fm: https://anchor.fm/building-the-blockchain --- Support this podcast: https://anchor.fm/building-the-blockchain/support

Should Qualified Opportunity Funds best practices include third-party administration? And what are some Opportunity Zone trends being noticed by the industry's largest service provider? Reid Thomas is executive vice president and general manager of NES Financial, a Silicon Valley-based fintech company that provides a purpose-built administration solution for Qualified Opportunity Funds. Show notes and transcript on OpportunityDb.com

Why does a trade association for Qualified Opportunity Funds want more data collection and reporting? And could the Opportunity Zone program be renewed at some point in the future? Senator Tim Scott's former tax adviser, Shay Hawkins is founder and president of the Opportunity Funds Association (OFA) -- a Washington, DC-based advocacy, education, and communications group for the Qualified Opportunity Fund industry. Show notes and transcript on OpportunityDb.com

Developer Toby Moskovits and Realty Speak® host Bill Weidner navigate through the latest guidance from Treasury/IRS on the Opportunity Zone regulations with KPMG Opportunity Zone experts Phil Marra and Demetri Yatrakis. You will learn how the Opportunity Zone program could help defer payment of tax on those gains for up to 7 years and further eliminate capital gain tax on future profit after 10 years. These latest clarifications on the regulations create additional latitude when forming a strategy around Qualified Opportunity Funds in Opportunity Zones for real estate and/or businesses. This is a must listen for business owners, real estate entrepreneurs and those who have real estate and non-real estate capital gains.

Developer Toby Moskovits and Realty Speak® host Bill Weidner navigate through the latest guidance from Treasury/IRS on the Opportunity Zone regulations with KPMG Opportunity Zone experts Phil Marra and Demetri Yatrakis. You will learn how the Opportunity Zone program could help defer payment of tax on those gains for up to 7 years and further eliminate capital gain tax on future profit after 10 years. These latest clarifications on the regulations create additional latitude when forming a strategy around Qualified Opportunity Funds in Opportunity Zones for real estate and/or businesses. This is a must listen for business owners, real estate entrepreneurs and those who have real estate and non-real estate capital gains.

Are Opportunity Zone Funds actually raising any money yet? Chris Loeffler is co-founder and CEO of Caliber, an Arizona-based alternatives investment management firm that was among the first to launch a Qualified Opportunity Fund last year, a fund which has already raised $40 million, is actively deploying capital to Opportunity Zones, and is expected to hit their $500 million raise target within two years. Show notes and transcript on OpportunityDb.com

MapableUSA.com: Investors in a Qualified Opportunity Fund can defer, reduce and even pay as little as zero taxes on potential profits if their investment is held for 10 years. In this podcast, we spoke with Brett Messing, the Partner, President, and Chief Operating Officer of the Skybridge Opportunity Zone Fund, who have developed a differentiated, “research driven approach” to screen the various Qualified Opportunity Zones (QOZ) that make for interesting projects for those QOZ investors who like the REIT structure to invest in deals. Why a REIT? This podcast explains it all!

IRS guidance in 2018 left considerable uncertainty as to how qualified opportunity funds could be designed to deploy capital in such a way to qualify their investors for their desired tax benefits, particularly where the funds were to invest in operating businesses rather than specific real estate projects. In the latest Practitioner Insight, three tax attorneys, Bradley Borden, Alan Lederman, and Jessica Millett, talk with Andrea L. Ben-Yosef about favorable and unfavorable aspects of the 2019 proposed regulation package and some remaining uncertainties.

The Economic Innovation Group estimated that U.S. investors, collectively, had over $6.1 trillion unrealized capital gains by the end of 2017. What if these funds could be funneled to economically struggling areas? The recently passed Tax Reform Act included a potential tax break for investors, in which they may defer capital gains taxes on the sale of any asset by investing those gains through a Qualified Opportunity Fund.  Join us as our guest, Anthony Oliver talks about the $1 billion local investment opportunity and the implications for investors, neighborhoods, local businesses and nonprofits. Be sure to take notes, and call in with your burning questions. Call in live at (347) 884-8121 to join the conversation.. You don't need an account to listen. You can also participate in the live chat. Archived episodes may be found at http://Valeriefleonard.com/NonprofitU, iTunes, Podcast Chart, Blubrry and Stitcher.

The long-awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds has finally arrived. Tony Nitti is an Aspen-based real estate tax law expert, CPA, and tax services partner at RubinBrown. Additionally, he serves on the editorial advisory board for The Tax Adviser. And he’s also a regular contributor at Forbes.com, where his latest article addresses the 10 biggest questions that the second tranche of OZ guidance answers. Show notes and transcript on OpportunityDb.com

The long awaited second tranche of IRS regulatory guidance on Qualified Opportunity Funds will produce a set of principles and safe harbors that will give investors the ability to move forward. The best part? One senior Treasury official has said that they want qualified opportunity zone businesses "to sell to the world." Daniel Kowalski is Counselor to the Secretary of the Treasury. He speaks regularly at Opportunity Zones conferences on behalf of the Treasury Department and is one of the key figures in the Opportunity Zones regulatory process.  Show notes and transcript on OpportunityDb.com

How has the Opportunity Zones program opened up community development to a different class of investors? And how will revitalization projects impact OZ communities? Jill Homan is founder and president of Javelin 19 Investments, a Washington DC-based commercial real estate investor, developer, and Opportunity Zones advisor. She testified at the IRS hearing on Qualified Opportunity Funds in Washington earlier this year. Show notes and transcript on OpportunityDb.com

An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some of the intricacies surrounding them as of March 2019. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

This week, on the Wise Investor Show, Ann discusses how investing in new Qualified Opportunity Funds can allow investors to defer capital gain recognition and provide a significant tax benefit. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

How can real estate investing in Opportunity Zones create triple bottom line returns? Loren Schirber is project pipeline manager for Minnesota Opportunity Zone Advisors, which recently started raising capital for their DREAM Fund. DREAM stands for “Developing Real Estate in Emerging Areas of Minnesota.” The fund is a Qualified Opportunity Fund that targets community-driven economic, social, and environmental impact. Show notes and transcript on OpportunityDb.com

* Use coupon code PODCAST25 for 25% off this webcast * Webcast URL: https://www.theknowledgegroup.org/webcasts/qualified-opportunity-funds/ The Tax Cut and Jobs Act authorized each governor to designate certain census tracts as “Qualified Opportunity Zones” (“QOZs”). Taxpayers realizing capital gains after December 31, 2018 can invest the cash realized from those events in a Qualified Opportunity Fund (“QOF”) for investment in a QOZ and take advantage of tax benefits, including deferral and partial reduction of their initial capital gain and complete avoidance of capital gain upon sale of the qualified asset. These benefits are subject to a myriad of rules, and companies must still be wary of the evolving tax regulations and other guidance. Join a panel of key thought leaders and professionals assembled by The Knowledge Group as they provide the audience with an in-depth analysis of the implications of QO Fund for real estates and investors. Speakers will also discuss best practices to overcome challenges while maximizing opportunities. For anymore information please click on the webcast url at the top of this description.