Skip to Content

Opportunity Zones: “Opportunity” for impact and traditional investors alike

Date:
Tuesday, December 18, 2018
View on demand
The Opportunity Zone program provides new ways for investors to defer capital gains and make an impact with their money. It’s an excellent opportunity for both impact-focused and traditional investors.

 Man looking at buildings Join experts from our real estate and tax teams, as well as Plante Moran Financial Advisors, as they discuss what investors should know and ask about investing in qualified opportunity funds. They’ll also discuss some of the main considerations when adding to your portfolio through the Opportunity Zone program.

Learning objectives:

  • Understand the Opportunity Zone program.
  • Describe the social impact goals driving Opportunity Zone legislation.
  • Understand investment portfolio considerations for Qualified Opportunity Funds.

 Moderator:

  • Robert Edwards, partner, real estate industry leader

Presenters:

  • Valerie Gruduski, senior manager, opportunity zones service leader
  • David Stahl, senior manager, Plante Moran Financial Advisors
  • Casey Veach, manager, Plante Moran Financial Advisors
This webinar is not CPE-eligible.

Related Thinking

Group of business professionals discussing the ERC.
Sept. 28, 2023

IRS pauses ERC claims: What taxpayers should know

Webinar 45 min watch
Young couple learning about state and local tax from accountant.
September 26, 2023

State and local tax advisor: September 2023

Article 23 min read
Group of business professionals discussing downward attribution rules.
September 26, 2023

Multinationals can limit the effect of a pivotal tax rule repeal

In The News 5 min read