Broadcast Date: Wednesday, July 14, 2021
from 12:00 pm to 1:00 pm (ET)

Overview:

Important regulatory changes continue to reshape the investment funds and Qualified Opportunity Zones (QOZ) programs. On January 19, 2021, the Internal Revenue Services (IRS) issued Notice 2021-10, which provides new extensions and deadlines for filing QOZ investments. These new guidelines further expand the initial extensions granted in Notice 2020-39 in response to the COVID-19 crisis. In addition the 2020 Census has modified the OZ Census Tract Boundaries and Congress will determine the impact on future OZ projects falling into these revised neighborhoods.

With these developments, several questions remain on the side of investors and fund managers. Thus, it becomes vital for businesses to keep abreast of the latest developments in QOZ investment. They must also re-evaluate their strategies to mitigate the risks and address any arising legal challenges.

In this CLE program, join Blake E. Christian, Partner at Holthouse Carlin & Van Trigt LLP, as he walks you through the latest QOZ trends, issues, and legal challenges. Blake will also offer best compliance practices in light of the changing legal climate.

In a LIVE Webcast, Blake will discuss:

  • Qualified Opportunity Zones: Exploring Current Investment Landscape
  • Evaluating Legislative and Regulatory Trends and Developments
  • Opportunities and Challenges – Geographically and for both Real Estate and Operating Businesses
  • Structuring Complexities and Red Flags
  • Best Compliance Practices
  • Outlook in Light of Continuing COVID Impact and Likely Tax Increases

Learning Objective:

  1. Determine best practices to address the issues surrounding qualified opportunity zone (OZ) investments in light of recent regulatory updates

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

General knowledge of tax laws

 

Course Code:

149118

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Taxes – Technical

 

Total Credit:

1.0 CLE

1.0 CPE (Not eligible for On-demand credit)

Speaker:

Blake E. Christian, CPA/MBT, Partner
Holthouse Carlin & Van Trigt LLP

Blake is a Tax Partner in the Park City, UT and Long Beach, CA offices of HCVT, a Top 30 National CPA firm headquartered in Los Angeles.

Blake brings over  40 years of experience providing tax consulting and compliance services to clients that include multinational, large, closely held owner-managed businesses and high net-worth individuals. Blake specializes in federal and state income tax planning for businesses and high net worth families. He is well versed in entity choice and generational financial and tax planning.

Throughout his career, Blake has specialized in federal, state and local tax incentive programs, and currently focuses on the Federal Opportunity Zone program. A tax program that allows individual and business taxpayers the ability to exit appreciated assets, defer the tax for up to seven years, and ultimately exempt post-reinvestment appreciation after 10 years.  Blake and the HCVT OZ Team has assisted over 100 clients and other CPAs in establishing OZ Funds for both real estate projects and operating businesses.

A thought leader, Blake is a frequent speaker, national media source including for Newsweek, USA Today, Bloomberg, Motley Fool, Accounting Today, Los Angeles Times, Bisnow, Globe Street, AICPA, CalCPA, and UACPA and has published over 200 tax and financial articles, and co-authored the book “How to OZ” providing insights into this powerful, yet complex, tax incentive program for both real estate and operating businesses.  Along with many other industry awards, Blake was  named as a 2020 Top 25 National OZ Influencer and a Top 25 OZ Tax Specialist by OZ Expo/OpportunityZone.com.

Agenda:

Blake E. Christian, CPA/MBT, Partner

Holthouse Carlin & Van Trigt LLP

  • Qualified Opportunity Zones: Exploring Current Investment Landscape
  • Evaluating Legislative and Regulatory Trends and Developments
  • Opportunities and Challenges – Geographically and for both Real Estate and Operating Businesses
  • Structuring Complexities and Red Flags
  • Best Compliance Practices
  • Outlook in Light of Continuing COVID Impact and Likely Tax Increases

Date & Time:

Wednesday, July 14, 2021

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Real Estate Brokers
  • Investment Advisers
  • Tax Practitioners
  • Tax and Finance Lawyers in the Real Estate Sector
  • In-House Counsel
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SPEAKER

Blake E. Christian, CPA/MBTPartner
Holthouse Carlin & Van Trigt LLP

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