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Investment Innovation Series: Opportunity Zone Investing: A Potential Tax Solution for Harvesting Gains – Today and in the Future.

October 30: 12:00 pm1:00 pm Virtual

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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.  

Who Should Attend:

Portfolio Manager, Tax Advisors, Analyst, RIA Employees, Wealth Managers

CE Credits:

This webinar is strictly educational (no fund offerings will be discussed) and has been approved for 1 hour of CFP CE credit if applicable to your members.  
Date: October 30,2025
Time: 12:00 PM – 1:00 PM
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)
Free to Register

REGISTER NOW!

Speakers: 

Jason Cross
Managing Director, Capital Markets, Head of Investor Relations

Thank you to our Sponsors!
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