CPA Academy Webinar Highlights: Reduce Your Tax Burden with QOZ Investing

We’re thrilled to have partnered with CPA Academy to host a webinar to discuss how Qualified Opportunity Zones (QOZs) can help reduce investors’ tax burden. CPA Academy’s mission is to provide the highest quality, forward-thinking educational content to accounting and business professionals. We were pleased to host a webinar that was attended by several hundreds of CPAAcademy.org’s members. 

Jeff Feinstein, our Managing Partner, presented an in-depth analysis of the tax benefits associated with QOZs and discussed: 

• What Qualified Opportunity Zones are and how they work (6:31) 
• QOZ tax benefits & eligible gains (13:54)
• What potential changes may be coming for the program (31:34)
• The rise of Build-To-Rent (BTR) communities (37:28)

If you are interested in learning more about the tax benefits of QOZs or would like for us to host a webinar for you, contact me anytime and I’d be more than happy to arrange it. In the meantime, be sure to read our recent blog posts that discuss some potential changes that may be coming for the OZ Program as well as the key tax benefits in detail.

Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents. 

Nothing in this blog post should be construed as tax advice.  Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.