CPAacademy.org | GETTING THE MOST OUT OF OPPORTUNITY ZONE TAX

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Getting the Most Out of Opportunity Zone Tax Incentives

Taxes

GETTING THE MOST OUT OF OPPORTUNITY ZONE TAX INCENTIVES

Available Date(s)

Friday, November 22, 2024: 1:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-01004-21-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent

Course Description

Michael Kelley, Founder, and CEO of Park View OZ REIT will be discussing Qualified Opportunity Funds. We will cover the ways opportunity zone incentives can deliver improved financial planning strategies and results. We will also discuss how Park View OZ REIT's unique unrestricted OZ REIT structure increases both the ease of obtaining opportunity zone tax incentives and their financial planning utility.

Learning Objectives:

Summarize the opportunity zone initiative and its benefits

Determine how these tax incentives now can be accessed by all investors, not just accredited investors

Identify how to tailor Opportunity Zone incentives to match your clients’ unique financial needs

Recognize how using these new tax-efficient wealth management tools can add value for clients and help grow your business

Michael Kelley

Park View OZ REIT
Founder and Principal
[email protected]
(617) 817-8080

Michael Kelley is the founder and CEO of Park View OZ REIT and Park View Investments, a family office. Mr. Kelley has 30 years of experience in business and financial markets. He was early to recognize the potential of Opportunity Zones to change the course of capital flows. Through his writings and presentations, Mr. Kelley has become a leading voice on Opportunity Zones and how investors can benefit from them. He is active in the entrepreneurial community, having served as a mentor, board member, and pitch competition judge. Previously he worked with clients in the real estate, technology, alternative energy, and healthcare industries at several investment banks. Mr. Kelley has a B.A. in Economics from the University of Massachusetts.

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About Our Presenter

Park View OZ REIT is a qualified opportunity zone fund (QOF) sponsored by Park View Investments. The idea behind the fund is to create the most versatile and investor-friendly QOF on the market. Our investors can control their own investment period, which is key to maximizing QOF tax incentives for each investor’s financial needs. We offer lower fees, easier tax filings, and greater liquidity than typical QOF partnerships.