Webinar: Wealth Transfer Planning with Qualified Opportunity Zone Fund Interests

Thursday, July 11, 2019
12 – 1 pm

Earlier this year, the IRS issued a second tranche of regulations on Qualified Opportunity Zones (QOZ). The new regulations also address the wealth transfer planning tax implications associated with gifts and transfers at death of QOZ Fund Interests. The new rules create traps for the unwary, but also, important planning opportunities.

This webinar, presented by Jenny Connors and Farhad Aghdami, both partners in the William Mullen Tax Practice, will cover the wealth transfer tax planning considerations associated with QOZ Fund Interests.

We hope you will join us to learn how you can maximize the wealth transfer tax planning opportunities associated with QOZ Fund Interests.

Contact: Stephanie Simpson | 804.420.6433 | ssimpson@williamsmullen.com

Continuing Education Credit: CPE, CFP and CTFA credit will be applied for after the presentation.