Primary Logo Black
Log In
  • ON-DEMAND

Opportunity Zone Funds Reexamined: Traps for the Unwary (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

This CLE course will provide counsel, CPAs and advisors with a detailed update of the success of the OZ program nationally. It is one of the most significant economic programs that encourage private investments in QOZs. The speakers will discuss structural issues, including traps for the unwary that practitioners face in achieving tax benefits. We will use case studies and provide additional tax planning strategies.

Syllabus

  1. The OZ program nationally
  2. Biden tax proposals impact on the OZ program
  3. Proposed legislation: Opportunity Zones 2.0
  4. Brief Summary of the OZ Rules
  5. Traps for the Unwary including working capital safe harbor, decertification etc.

Credit Details

Course Type

Course Instructor

Michael I. Sanders, Esq., Valerie Grunduski, CPA
Original Date Of Course

General Credits

1.5
Michael I. Sanders, Esq.
Michael I. Sanders, Esq.
Michael I. Sanders, Esq. is the lead partner of the firm's Washington, D.C. office tax group, with expertise in taxation matters including partnerships, LLCs, S-corporations, real estate, tax controversy, opportunity zones, and estate planning, as well as exempt organizations involving healthcare and low-income housing. He has served as an attorney-adviser to the assistant secretary of tax policy at the Office of Tax Legislative Counsel and as a trial attorney at the U.S. Department of Justice, and he is an adjunct professor at George Washington University Law Center and Georgetown University Law School teaching courses on partnership taxation, charitable organizations, and joint ventures involving tax-exempt entities.
Learn more
Valerie Grunduski, CPA
Valerie Grunduski, CPA
Valerie Grunduski, CPA is a real estate tax specialist and partner with 20 years of experience at Plante Moran, where she specializes in multi-entity tax engagements including residential and commercial property portfolios, REITs, investment funds, and family-owned real estate developers. Her expertise encompasses partnership restructuring, historic and low-income housing tax credits, Opportunity Zones practice leadership, and various real estate tax planning strategies, and she holds a bachelor's degree in accounting from Michigan State University's Eli Broad College of Business.
Learn more
Screen Shot 2023 11 07 at 1.30.57 PM