The Evolving Opportunity Zone Fund: Where Are We Now?
As a Tax Partner with Cherry Bekaert’s Real Estate & Construction industry group, Catherine has specialized expertise in the areas of taxation for real estate, partnerships, LLCs, S corporations, and DSTs.
1 hour CLE
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Program Summary
Nearly six years since the Opportunity Zone (OZ) program was introduced, we are certainly in a different place than where we started. After a dip in interest in 2022, 2023 showed increased excitement for the program and a much more diverse landscape of success than in its earlier years. OZ Funds and OZ Businesses have adapted and pivoted from original plans, capitalized on the increased value OZ status brought to their property, and in some cases, realized their business may not be viable.
Key topics to be discussed:
- Hiccups along the way – changes in construction costs, change in original plans
- Sale of QOZB activity – what are the next steps/options?
Date / Time: January 31, 2024
Closed-captioning available
Speakers
Catherine L. Bazley | Cherry Bekaert Advisory LLC
As a Tax Partner with Cherry Bekaert’s Real Estate & Construction industry group, Catherine has specialized expertise in the areas of taxation for real estate, partnerships, LLCs, S corporations, and DSTs. Catherine is an enthusiastic and creative planner for structuring real estate projects and tax planning strategies to optimize tax efficiency. This includes carried interest issues, debt versus equity, capital stack challenges, and dealer versus. investor. Her guidance extends to structuring tax-deferred transactions, partnership mergers and acquisitions, compensatory partnership interest issues, complex partnership allocation calculations, and inbound/outbound foreign investments.
Based in the Atlanta practice, Catherine is a member of the Firm’s Real Estate & Construction Executive Team and Opportunity Zone Task Force Leader. Catherine focuses on guiding commercial real estate clients. Starting her accounting career in 1995, she is experienced in tax planning and preparation for real estate owners, developers, investors, and high net-worth individuals. Catherine also has familiarity working with multinational real estate investors and multistate partnerships, providing both tax minimization and optimization strategies. Catherine was a real estate tax director at a local CPA practice before joining Cherry Bekaert. She also served as a senior t manager with an Atlanta-based CPA firm.
Agenda
I. Hiccups along the way – changes in construction costs, change in original plans | 2:00pm – 2:30pm
II. Sale of QOZB activity – what are the next steps/options? | 2:30pm – 3:00pm
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