Events

Doing Deals in the Land of OZ Webinar Series

January 15, 2020 | The Final Regulations and What They Mean for Your Deal | Webinar
February 5, 2020 | OZ Funds – Trials and Tribulations: How They Are Now Deploying Capital and Where | Webinar
March 4, 2020 | Where Are the Deals and Why Have You Deployed Capital? | Webinar

Duane Morris will be hosting the latest session of Doing Deals in the Land of OZ Webinar series, "Where Are the Deals and Why Have You Deployed Capital?" on Wednesday, March 4, 2020 from 1:00 p.m. to 2:00 p.m. (Eastern time).

Register

Moderator

Brad A. Molotsky
Co-head, Duane Morris Opportunity Zone Group

Presenters

Jill I. Homan
LEED AP, President, Javelin 19 Investments

James Solomon
Managing Partner, Ravinia Group

About the Program

On December 19, 2019, the U.S. Treasury Department and the IRS issued final regulations implementing the Opportunity Zones (OZ) tax incentive. The final regulations provide helpful clarity for Opportunity Funds and eligible Qualified Opportunity Zone businesses in determining qualification and applying specific rules for their real estate and business investments in OZs. OZ funds with capital to deploy have both opportunities and questions—namely, where are investors doing deals and why are they deploying capital now? Tune in for lessons learned and valuable guidance.

Past Sessions

Wednesday, February 5, 2020 | OZ Funds – Trials and Tribulations: How They Are Now Deploying Capital and Where

Webinar Replay

About the Program

On December 19, 2019, the U.S. Treasury Department and the IRS issued final regulations implementing the Opportunity Zones (“OZ”) tax incentive. The final regulations provide helpful clarity for Opportunity Funds and eligible Qualified Opportunity Zone businesses in determining qualification and applying specific rules for their real estate and business investments in OZs. OZ funds with capital to deploy have both opportunities and questions—how much money has been raised and where, how should they operate under the new regulations, what has worked and what has not. 

Moderator

Brad A. Molotsky
Co-head, Duane Morris Opportunity Zone Group

Presenter

Craig Bernstein
Chief Investment Officer, OPZ Bernstein

Wednesday, January 15, 2020 | The Final Regulations and What They Mean for Your Deal

Webinar Replay

About the Program

On December 19, 2019, the U.S. Treasury Department and the IRS issued final regulations implementing the Opportunity Zones tax incentive. The final regulations provide helpful clarity for Opportunity Funds and eligible Qualified Opportunity Zone businesses in determining qualification and applying specific rules for their real estate and business investments in Opportunity Zones. The regulations also provide guidance regarding the types of gains that qualify for Opportunity Zone investments, as well as gains that may be excluded from tax after a 10-year holding period. Tune in to learn what the regulations are all about and what they mean for your deals.

Moderator

Brad A. Molotsky
Co-head, Duane Morris Opportunity Zone Group

Presenters

Anastasios Kastrinakis
Partner, Duane Morris LLP

Joe Scalio
Senior Lead Tax Partner, KPMG

About the Webinar Series

Now that Opportunity Zones have been around for two years and numerous deals have been completed as part of the program, this webinar series discusses the impact on investments and real estate, lessons learned, and strategies and solutions going forward.

Upcoming Webinar Sessions

Wednesday, March 4, 2020 | 1:00 p.m. to 2:00 p.m. (Eastern time)

About Duane Morris

Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today’s legal and business challenges.

Duane Morris oversees all types of tax-driven real estate investments, including structuring OZ investments and matching them with historic rehabilitation tax credits and federal and state low-income housing tax credits (NMTC and LIHTC). Our lawyers have helped guide the early phases of this emerging investment class. We know how to help clients analyze and implement the Opportunity Zone program. Our cross-practice team of corporate, real estate, finance, tax, private equity, family office, investment management and renewable energy lawyers collaborate to advise and provide full-service guidance to clients. We have closed more than 25 transactions to date representing developers, owners and investors.