Opportunity zone funds have been touted as a way to get a once-in-a-lifetime tax deferral for clients with capital gains. Our speakers will give an overview of these funds and how they work, as well as discuss how your clients can get federal tax benefits from these investments. They’ll also discuss the estate tax implications if a client dies holding an interest in these funds and provide updates on the new proposed IRS regulations just issued in April.
Ernst & Young
Tax Partner Private Client Services National Tax Department
Ernst & Young LLP
EY for US-West Region
Susan LIpp - Moderator
Editor in Chief, Trusts & Estates