Introductory & Advanced Strategies For Opportunity Zone Investing

Join us for a webinar on Feb 07, 2019 at 10:00 AM PST.

This Webinar will be covering the Opportunity Zones and Qualified Opportunity Funds as created under the Tax Cuts and Jobs of Act. 

Part 1

We will review the basics of qualifying properties, upfront tax deferrals, substantial improvements, and the step-up in basis timelines. We will also discuss the two-tiered element between fund ownership of the business versus an individual or partnership owning the business. 

Part 2

We will review advanced tax strategies and some of the more commonly asked questions regarding structure, operations, and strategy. And we will end with examples of current projects and the unique difficulties and hurdles they have overcome through this new territory. 

Attendees may register and attend our 2-Hour CPE Webinar or either Part 1 (the 1st 60 minutes), or Part 2 (the 2nd 60 minutes) for 1 CPE Credit. 

After registering, you will receive a confirmation email containing information about joining the webinar.

Heidi Henderson

Heidi Henderson is the Executive Vice President of Engineered Tax Services (ETS). Heidi is a Real Estate Professional with over 20 years of tax and accounting experience.

Kim Lochridge

Kimberly Lochridge, EVP of Engineered Tax Services, Inc. has an extensive background in the real-world application of tax codes related to real estate and energy efficiency incentives.

Kreig D. Mitchell, LLM, JD

Licensed as an attorney in both Colorado and Texas, Kreig has held a number of different tax positions. He has worked for the IRS as an attorney and then an appeals officer.

Lane Lowry