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What You Need to Know About the OZ Program

Event Dates: October 2, 2019
Services: Opportunity Zones and Qualified Opportunity Funds

Join Saul Ewing Arnstein & Lehr and BDO for a presentation on Opportunity Zones and what you need to know in order to capitalize on this program’s benefits. The Opportunity Zones tax incentive was adopted as part of the 2017 tax reform law. This law provides tax benefits to investors who have recognized capital gains and make timely investments in a “Qualified Opportunity Fund.” For an investment vehicle to be a Qualified Opportunity Fund, it must make investments almost exclusively in approved Opportunity Zones: either property located in Opportunity Zones or businesses that operate primarily in Opportunity Zones and meet certain other requirements.

This 90-minute program will discuss:

  • What Opportunity Zones are and what types of investment opportunities qualify
  • What qualifies as a Qualified Opportunity Fund and how to invest in one
  • What some of the nuances are with the program
  • How this program impacts local real estate markets


David G. Shapiro, partner at Saul Ewing Arnstein & Lehr

Ronald R. Fieldstone, partner at Saul Ewing Arnstein & Lehr

Rohit Kapuria, associate at Saul Ewing Arnstein & Lehr

Marla Miller, tax managing director at BDO