BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20211020T170000Z DTEND:20211020T180000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Qualified Opportunity Zones Update by Eide Bailly DESCRIPTION:The Opportunity Zone Incentives Program allows taxpayers to defer and reduce capital gains taxes by reinvesting in a Qualified Opportunity Fund (QOF). Potential tax benefits for investing into a QOF include the deferral and partial exclusion of capital gains and the permanent exclusion from taxable income of any appreciation if the investment is held for at least 10 years. Join us for an update on the Opportunity Zone Incentives Program\, including a discussion of what we are seeing in the marketplace and year-end planning considerations.\n\nLearning Objectives:\n\n\n Review the background of the QOZ program and potential tax incentives\n Identify what we are seeing in the marketplace\n Discuss year-end planning considerations\n Identify ways to optimize the tax benefits when exiting a QOF\n\n\nPresenters:\n\nAdam Sweet\, J.D.\, LL.M.\, Principal-in-Charge of Passthrough Entity Consulting | Eide Bailly\n\nAdam has extensive knowledge in the area of partnership tax\, including interpreting partnership agreements\, allocation and distribution provisions\, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures\, as well as a variety of IRS controversy matters\, including IRS exams and appeals hearings. Adam is also part of Eide Bailly's Opportunity Zone and Paycheck Protection Program working groups.\n\nMac Stevens\, CPA\, Tax Consultant | Eide Bailly\n\nMac has more than 30 years of public accounting and tax consulting experience with individuals\, business entities and tax-exempt organizations. He has consulted extensively with financial institutions and their shareholders on income tax planning issues\, acquisition strategies and regulatory matters. He spent nearly 10 years in the banking industry\, which included serving as senior vice president of finance for a $7 billion bank holding company.\nCPE Information\n\nCPE Credit: 1\n\nField of Study: Taxes\n\nLevel of Knowledge: Basic\n\nDelivery Method: Group-Internet Based\n\n\n\nAdditional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund\, complaint and program cancellation policies\, please contact Amy DeGeorge. X-ALT-DESC;FMTTYPE=text/html:

The Opportunity Zone Incentives Program allows taxpayers to defer and reduce capital gains taxes by reinvesting in a Qualified Opportunity Fund (QOF). Potential tax benefits for investing into a QOF include the deferral and partial exclusion of capital gains and the permanent exclusion from taxable income of any appreciation if the investment is held for at least 10 years. Join us for an update on the Opportunity Zone Incentives Program\, including a discussion of what we are seeing in the marketplace and year-end planning considerations.

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Learning Objectives:

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Presenters:
\nAdam Sweet\, J.D.\, LL.M.\, Principal-in-Charge of Passthrough Entity Consulting | Eide Bailly
\nAdam has extensive knowledge in the area of partnership tax\, including interpreting partnership agreements\, allocation and distribution provisions\, and issuing profits interests. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures\, as well as a variety of IRS controversy matters\, including IRS exams and appeals hearings. Adam is also part of Eide Bailly&rsquo\;s Opportunity Zone and Paycheck Protection Program working groups.

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Mac Stevens\, CPA\, Tax Consultant | Eide Bailly
\nMac has more than 30 years of public accounting and tax consulting experience with individuals\, business entities and tax-exempt organizations. He has consulted extensively with financial institutions and their shareholders on income tax planning issues\, acquisition strategies and regulatory matters. He spent nearly 10 years in the banking industry\, which included serving as senior vice president of finance for a $7 billion bank holding company.

\nCPE Information
\nCPE Credit: \;1
\nField of Study: \;Taxes
\nLevel of Knowledge: \;Basic
\nDelivery Method: \;Group-Internet Based
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\nAdditional Information: \;This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund\, complaint and program cancellation policies\, please contact \;Amy DeGeorge. LOCATION:Online Webinar UID:e.435.31962 SEQUENCE:3 DTSTAMP:20260813T154542Z URL:https://business.southokc.com/events/details/qualified-opportunity-zones-update-by-eide-bailly-31962 END:VEVENT END:VCALENDAR