Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring

Join Jason Hoard, Tax Partner, as he moderates a panel of Cherry Bekaert professionals on the opportunities and pitfalls in OZ structuring. The panel will discuss a variety of topics including how an OZ investment will fit into your overall investment plan, the implications of withdrawing from a Qualified OZ fund, uncovering opportunities with debt including basis issues, and the benefits of carried interest.

Listen to the other podcasts in our OZ Fund Series:

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Past Episodes

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Podcast

May 30, 2025

26:42

Speakers: Scott Peyton, John Heagy

Gain insights into internal audit's responsibility in evaluating AI systems for accuracy, ethical use and operational impact.

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Podcast

May 20, 2025

09:04

Speakers: Yani Diaz, Ann-Blair Jamison

Learn how internal audit teams use data analytics to identify control weaknesses, ensure compliance, and make better data-driven decisions.

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Podcast

May 7, 2025

15:09

Speakers: Andrew Jameson

Discover the top three critical internal audit skills from IIA's Vision 2035 and learn how to build communication, adaptability, and critical thinking.