Upcoming Events

Investing In the Zone

Discover a new aspect of the tax code and learn about a tax-advantaged investment strategy!

The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds.


Taxpayers with capital gains from the sale of a prior investment may invest those gains within a 180-day period in a Qualified Opportunity Fund and achieve potential tax benefits.

OPPORTUNITY ZONE FUNDS: A TRIO OF POTENTIAL TAX ADVANTAGES

DEFER - the inclusion of capital gains invested in a Qualified Opportunity Fund as taxable income
until December 31, 2026 (or the date you sell your investment, whichever is earlier)

REDUCE - the taxable capital gain amount through step-up in basis by:
10% if held at least 5 years prior to Dec. 31, 2026
15% if held at least 7 years prior to Dec. 31, 2026

ELIMINATE - any capital gains taxes on the appreciation of your investment in the Qualified Opportunity Fund if held at least 10 years

 

You MUST be an ACCREDITED INVESTOR to attend this event.

Who is an accredited investor?

An accredited investor, in the context of a natural person, includes anyone who:

  • earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
  • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). 

There are other categories of accredited investors, including the following, which may be relevant to you:

  • any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, or
  • any entity in which all of the equity owners are accredited investors.

When: Tuesday, November 19, 2019 - 5:00PM
Where: 1493 State Hwy KK
Osage Beach, MO 65065
Host: The Bullpen
Phone: 573-693-1775