Investment Innovation Series: Opportunity Zone Investing: A Potential Tax Solution for Harvesting Gains – Today and in the Future.
October 30: 12:00 pm – 1:00 pm Virtual
- This event has passed.
This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm.
Investment Innovation Series
Opportunity Zone Investing: A Potential Tax Solution for Harvesting Gains –
Today and in the Future.
The CFA Society of Washington, DC invites you to an educational webinar with Redbrick LMD, a Washington, DC-based real estate investment, management, and development firm. Redbrick will discuss the key considerations for investors who are harvesting a current gain and may consider Opportunity Zone (OZ) investing as a tax solution for potentially enhancing returns.
Redbrick will also summarize the changes recently approved by Congress as part of the One Big Beautiful Bill Act (OBBBA). Gain a deeper understanding of how OZ is and will remain a potentially powerful tax solution for investors harvesting short and long-term gains from the sale of a business, securities, real estate, crypto, etc.
Learning Objectives:
- Gain an overview of Opportunity Zones and their economic impact.
- Understand the benefits of OZ 1.0 and the transition to OZ 2.0 under the OBBBA.
- Evaluate key investment considerations and risks associated with Opportunity Zone strategies.
