The 1st Annual Qualified Opportunity Funds and Opportunity Zones Symposium 2019 | The New York State Society of CPAs | 19 June 2019 | Stroock & Stroock & Lavan LLP, 180 Maiden Ln, New York, NY 10038, USA

The 2017 Tax Cuts and Jobs Act includes a new tax incentive provision that is intended to promote investment in economically-distressed communities, referred to as “Opportunity Zones.” Through this program, investors can achieve the significant tax benefits

Highlights:
• The deferral of gain on the disposition of property to an unrelated person potentially until Dec. 31, 2026, so long as the gain is reinvested in a QOF within 180days of the disposition of the underlying property.
• The elimination of up to 15% of the gain that has been reinvested in a QOF provided that certain holding period requirements are met.
• The potential elimination of tax on gains associated with the appreciation in the value of a QOF, provided that the investment in the QOF is held for at least ten years.

Who should attend?
• CPA's and Financial Advisors

Learning Adjectives:
The past year has witnessed a dramatic transformation in the estate and tax planning landscape, with “qualified opportunity funds” and “opportunity zones” (and the cadre of tax benefits they can provide) assuming a leading role in this brave new world. This 6-credit CPE symposium will “drill down” on this extraordinarily timely topic and give you the solid practical advice you need in order to advise on the tax issues and opportunities that are presented.

2019 Speakers

Craig Bernstein
The Bernstein Companies

Jeremy DeMuth
Deloitte & Touche LLP

Mitchell Drossman
U.S. Trust, Bank of America

Michael Emanuel
Stroock & Stroock & Lavan LLP

Mayer Greenberg
Stroock & Stroock & Lavan LLP

Evan Hudson
Stroock & Stroock & Lavan LLP

Michelle Jewett
Stroock & Stroock & Lavan LLP

Ronald Kaplan
Cohn Reznick LLP

Bradley Kulman
Stroock & Stroock & Lavan LLP

Benjamin Lehrhoff
Vice President and Advisor, Alliance Bernstein LLP

Richard Madris
Stroock & Stroock & Lavan LLP

Kevin Matz
Stroock Stroock & Lavan LLP

Matthew Rappaport
Matthew E. Rappaport, Esq., LL.M

Eric Requenez
Stroock & Stroock & Lavan LLP

Jeffrey Uffner
Chairman, Stroock Stroock & Lavan LLP

Jonathan Woloshin
UBS Financial Services Inc.

Shashi Singal
Grassi & Comapny CPAs P.C.

Alexander Ryan Jagendorf