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Update on Opportunity Zones

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

With an estimated $6 trillion of idle capital gains in the economy and plenty of potentially lucrative markets available, opportunity zone funds are poised to become a go-to vehicle for wealthy investors looking for tax-advantaged ways to redeploy capital gains. Professionals who serve investors or investment vehicles must be prepared to guide their clients through the structural and compliance complexities of the law, including the most recent regulatory guidance.

Bloomberg Tax invites investment fund managers, financial planners, financial services providers, and their legal counsel for an important webinar to explore the current state of applicable regulations, and the tax and financial planning strategies available to investors in qualified opportunity funds and the compliance concerns of qualified opportunity zone fund managers.

Educational Objectives:
• Understand the current regulations and what questions are still unanswered by the IRS. 
• Qualified opportunity zone fund investments as part of wealth management, estate planning, and income tax planning strategies
• Investor compliance issues
• Opportunities and challenges related to structuring the investment fund in light of IRS guidance
• Strategies to optimize return on investment and minimize compliance risk in qualified opportunity zone investment funds

Audience: Investment Fund Managers, Financial Planners, Financial Services Providers, advisors and legal counsel

Presenters

Lisa M. Starczewski Esq.
  • Shareholder
  • Buchanan Ingersoll Rooney PC

Lisa Marie Starczewski is a shareholder in the tax department at Buchanan, Ingersoll & Rooney. She practiced tax law with Morgan, Lewis & Bockius and Schnader, Harrison, Segal & Lewis, and served as Editor-in-Chief of the Villanova Law Review (1987–88). She has also taught in the LL.M program at Villanova University School of Law. Ms. Starczewski has authored more than 20 Tax Management Portfolios in both the U.S. Income and Accounting series. She is also the author and co-author of numerous Tax Practice Series chapters. She has received the Tax Management Distinguished Author Award and serves as the Deputy Technical Director of the Tax Management Portfolios. She also serves as the Chair of the Bloomberg Tax Pass-Through Entities Advisory Board.

Bruce Booken
  • Shareholder
  • Buchanan Ingersoll & Rooney PC

Bruce Booken uses his extensive tax, accounting and business acumen to help clients through complex transactions in order to reach their business goals. Whether the client’s goal is to grow stronger, larger, more financially stable or sell their business outright, Bruce uses his vast experience to analyze and structure deals that hit the mark and provide maximum tax benefit.

He helps clients by providing day-to-day advice as well as counsel on once-in-a-lifetime, make-or-break decisions. He assists clients from the Mid-Atlantic to Florida with a focus on privately held companies in industries such as real estate, energy, security alarm, technology and manufacturing.
Bruce’s approach is creative, yet practical and efficient, producing positive tax and business outcomes for clients dealing with business formations and restructurings, mergers and acquisitions, dispositions and joint ventures, debt and equity financings, and company and asset sales. As a trusted advisor to his clients, he often serves as general counsel for companies that do not have in-house counsel handling both routine and unexpected commercial and operating issues.

Bruce was selected for inclusion in The Best Lawyers in America 2019 list for Banking and Finance Law, Corporate Law and Tax Law. 
 

Annabelle Gibson
  • Practice Lead, Federal Tax— U.S. Income and IRS Procedure
  • Bloomberg Tax

Annabelle Gibson is a Practice Lead with the Federal Tax group at Bloomberg Tax, responsible for developing and maintaining tax products related to federal income taxes and federal tax practice and procedure, including the Bloomberg Tax Federal Tax Portfolios. Annabelle joined Bloomberg Tax in 2014 as a State Tax Law Editor, and focused on federal and state excise, industry-specific, and state tax administration coverage in State Tax Portfolios, Navigators, and other products before joining the federal tax team in 2018. Annabelle holds a J.D. from Mississippi College School of Law and a B.A. from the University of Mary Washington. She is a member of the Virginia State Bar.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA, 1.2 CLE
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
07/16/2019