Navigating the Proposed Opportunity Zone Regulations: What You Should Know and Do in 2020

Broadcast Date: Wednesday, February 05, 2020 from 3:00 pm to 4:00 pm (ET)

Overview:

In December 2019, the Final Regulations for Qualified Opportunity Zone Program were issued by Treasury and the Internal Revenue Service (IRS). The Final Regulations were reported in the Federal Register in January 2020 and will become final in mid-March.

In this LIVE Webcast, Blake Christian, CPA (Tax Partner, Holthouse Carlin & Van Trigt) will provide the audience with an in-depth analysis of the first two tranches of the final OZ regulations. He will discuss the 30+ QOF’s and QOZB’s he has established and offer the best compliance practices and practical tips to maximize investment and tax savings opportunities to avoid pitfalls in light of the final rules.

Key topics include:

The Final Opportunity Zone Regulations – Key Takeaways
Top Issues
Opportunities and Challenges
Practical Compliance Tips and Strategies
What Lies Ahead

Agenda:

Blake Christian, Partner
Holthouse Carlin & Van Trigt LLP

Who Should Attend:

Investment Advisers
Investors
Real Estate Developers
Tax Professionals
Financial Management Officers
Accountants
In-house Counsel and Advisors
Fund Managers
Business Managers
Business Analysts
Business Development Managers
Top Level Management

Blake Christian Partner Holthouse Carlin & Van Trigt LLP

Blake Christian has over 38 years’ experience as a CPA, and has been a Tax Partner at HCVT, LLP (a Top 30 national CPA firm with 12 offices, approximately 700 team members, and over 100 partners and principals) for 27 years. Prior to HCVT Blake was a Tax Partner with KPMG in Los Angeles.

Blake provides tax and financial consulting and compliance services to clients that include multinational, publicly traded corporations, as well as closely held owner-managed businesses. In addition to corporate, partnership and individual tax compliance and planning, Blake specializes in federal, state and local tax incentive, tax credits, grants and other benefits associated with hiring and investing. As a result of the 2017 Tax Cuts and Jobs Act Blake has also developed a specialty in the new federal Opportunity Zone Program. Blake assists in the federal and state tax analysis and planning for OZ reinvestments, fund formation, management, and compliance. He is frequent speaker and press resource and contributing author to “How to OZ”. He has been involved with establishing over 60 Qualified Opportunity Funds and QOZB’s for clients.

Blake has served on numerous community boards including, 2008 Chairman, Long Beach Area Chamber of Commerce and 2011 President, Rotary Club of Long Beach. Blake received the 2016 Community Spirit Award from the Chamber, he was also named one of the Top 10 California Accountants (2014 & 2015), received the 2011 California Public Service Award from the California Society of CPAs. Treasurer of the Park City Egyptian Theater, President of the Mountain Chapter of the UACPAs and a member of the UACPAs Tax Legislation Committee.

Course Level:
Intermediate

Advance Preparation:
Print and review course materials

Method of Presentation:
On-demand Webcast (CLE); Group-Internet Based

Prerequisite:
General knowledge of the opportunity zone (OZ) program

Course Code:
148596

NASBA Field of Study:
Taxes – Technical

NY Category of CLE Credit:
Areas of Professional Practice

Total Credit:
1.0 CLE
1.0 CPE (Not eligible for QAS (On-demand) CPE credits)

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About Holthouse Carlin & Van Trigt LLP

Founded in 1991, HCVT is one of the fastest growing CPA firms in the nation, validating the technical experience of our team and our approach to client service. We provide tax, accounting, business management, and mergers & acquisitions services to private companies, closely-held businesses, public companies, high net worth individuals and family offices. We provide audit and assurance services to privately held businesses, funds, and employee benefit plans. Today, we are the fifth largest CPA firm in Los Angeles with a team of over 600 members, including over 100 partners and principals. We serve our clients from eight offices in Southern California and offices in Walnut Creek, California, Fort Worth, Texas, Park City, Utah, and Phoenix, Arizona. Our national and global reach is extended by our affiliation with Moore Stephens North America, an independent and global accountancy and business advisory association of affiliated CPA and financial services firms throughout the United States and the globe.

Website: https://www.hcvt.com/