Opportunity Zone Series for Investors Part 2 of 4: Eligibility of Gains and Timing of Investment

Part One of our Opportunity Zone (OZ) Series we provided an overview of the OZ incentives and discussed the final regulations of this program. Part Two will dive deeper into the capital gains tax incentives and the importance of timing as it relates to the rules of the program.

Join Cherry Bekaert’s Catherine Bazley, partner, and Michael Elliot, director, for a conversation specifically for investors and when you should consider an OZ investment. They will also provide examples to further outline the importance of timing these investments. 

Stay tuned for the remaining two OZ podcasts:

• Part 3 – Key inclusion events – week of March 30
• Part 4 – Final post 10-yr dispositions and how it affects investors – week of April 13