The Economic Opportunity Zones program was created by the Tax Cuts and Jobs Act (TCJA) in December of 2017 to provide substantial incentives to the private sector to invest long term in qualified low-income communities throughout the United States in order to spur economic development and job creation. The program seeks to utilize a portion of the trillions of dollars of unrealized capital gains (in the stock market and mutual funds alone) for development in these designated areas. In this seminar, we discuss the latest guidance on the provision.

This meeting qualifies for 1 CPE credit.

Learning Objectives:

Our speakers will review the Opportunity Zone rules, limits and exceptions and will discuss the core statutory, legal and financial requirements.

  • Attendees will walk away with strategies on how to best use Opportunity Zone incentives to maximize returns
  • Attendees will learn practical uses of Opportunity Zones to fit your business plan and expertise


8:00 AM – 8:30 AM Registration & Breakfast
8:30 AM – 9:30 AM Presentation


Paul Gevertzman, Tax Partner, Anchin, Block & Anchin LLP
Jeff Bowden, Tax Principal, Anchin, Block & Anchin LLP


CFMA Members: Complimentary
Non-Members: $25.00