Podcast

OZ Podcast Series for Investors, Part 3: Key Inclusion Events

April 1, 2020

Opportunity Zone Series for Investors Part 3 of 4:
Key Inclusion Events

Part One of our Opportunity Zone (OZ) Series we provided an overview of the OZ incentives and Part Two discussed the capital gains tax incentives. In Part Three, we dive into the triggering events that you should avoid in order to meet the guidelines under the OZ regulations.

Join Cherry Bekaert’s Mark Cooter, partner, and Shannon Makosiej, senior manager, for a review of events that investors should avoid in order to keep the deferred gain deferred in a qualified opportunity fund (QOF). They will also provide examples of these type of inclusion events to further outline what investors should not be doing during the holding period.

Also, stay tuned for the last and final podcast in this series the week of April 20 on final post 10-year dispositions and how it affects investors.


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