Todd Angkatavanich
Principal
Ernst & Young
David Kirk
Tax Partner Private Client Services National Tax Department
Ernst & Young LLP
David Herzig
Partner/Principal
EY for US-West Region
Susan LIpp - Moderator
Editor in Chief, Trusts & Estates
Wealthmanagement.com
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.
This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $99 when you register.
As a Trusts & Estates subscriber, you'll have access to:
- Our archive of subscriber-only webinars, as well as complimentary registration to future webinars
- The Tax Year in Review issue, the Charitable Giving issue, and the Art, Auction & Antiques special report
- ...and more exclusive estate-planning content only available online
