Make Educated Investments in Qualified Opportunity Zones

Presented on:
August 21, 2019 10:00 AM PT
1 hour

Qualified Opportunity Zones (QOZ) help spur economic development in designated distressed communities while providing deferred tax-treatment opportunities for investors. To qualify for these opportunities, however, investors must know related timing and capital-gains regulations and make educated investment decisions.

Join us for an on-demand webcast addressing key QOZ guidance, investor-fund timelines, and more. We’ll also provide an overview of Qualified Opportunity Funds (QOF), critical steps investors can take to make educated investments, and an in-depth overview of following points:

  • QOF events and lifecycle—from inception to exit
  • Investment regulations, including capital gains and cash proceeds
  • Life-of-fund compliance details and regulations, including lower and upper tiers
  • Elements of a beneficial QOZ investment


Greg Thomas, National Tax Services Director , Moss Adams

Greg has practiced public accounting since 1996. He specializes in partnership taxation and has experience in a wide range of industries including real estate, energy, mining, telecommunications, broadband, and media. Greg has assisted clients in structuring tax efficient formations, operations, and exit strategies.

Chris Paris, Partner, Tax Services, Moss Adams

Chris Paris has practiced public accounting since 1998. He specializes in partnership taxation, including complex partner allocations resulting from property and partnership interest transfers.

David Walser, National Tax Services Director , Moss Adams

David started his public accounting career in 1987. He primarily works with high net worth individuals and families, helping them meet their personal and business objectives through business succession planning, estate planning, and income tax planning and compliance. His expertise includes gift, estate, and GST planning and compliance; family governance and related issues; and charitable remainder trusts, charitable lead trusts, and private foundations.

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