Opportunity Zone Funds Due Diligence: Practical Tips and Strategies Explored

The Knowledge Group Webinar
12.18.2019
12:00 - 2:00 p.m. ET

Doug Schwartz spoke on a panel of key thought leaders and practitioners assembled by The Knowledge Group in the live webcast, "Opportunity Zone Funds Due Diligence: Practical Tips and Strategies Explored." The speakers presented an in-depth discussion of the recent trends and legal developments in Opportunity Zone Funds (OZFs).

OZFs continue to thrive since its implementation. With considerable tax incentives, more businesses are starting to realize its potentials. However, given the complex and changing regulatory landscape of tax laws, investing in the OZF may create a myriad of risk issues and challenges. Thus, it is essential for businesses, investors and advisors to be in the know of the emerging trends and tax issues concerning the OZF. They must carefully review investment agreements and take proactive due diligence steps to ensure compliance and avoid legal liabilities.

The speakers analyzed the critical issues and compliance hurdles as well as the practical tips and strategies to avoid pitfalls in this rapidly changing legal climate.

The live webcast discussed the following:

  • Opportunity Zone Funds (OZFs): Recent Trends and Statistics
  • Red Flags
  • Risk Mitigation Strategies
  • Best Due Diligence Practices
  • 2020 Outlook

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. They produce over 450 live webcasts annually and have a catalog of over 4,000 on-demand courses. 

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