Opportunity Zones for Financial Advisors CFP CE Assessment
This assessment must be completed in order to receive CFP CE credit for the webinar "Opportunity Zones for Financial Advisors"

You must receive a score of at least 7/10 to receive CE credit. You may re-take this assessment if you do not achieve this result.

Please direct any questions to Michael Johnston: michael@opportunitydb.com
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Email *
First Name *
Last Name *
CFP ID *
How many Opportunity Zones are there? *
1 point
What type of capital is eligible for Opportunity Zone tax benefit treatment? *
1 point
Which of the following is NOT one of the differences between OZs and 1031s? *
1 point
If a taxpayer realizes a $10 million gain from a $25 million sale, what amount is eligible for Opportunity Zone tax treatment if rolled over into a Qualified Opportunity Fund? *
1 point
How long does a taxpayer typically have to invest into a Qualified Opportunity Fund after triggering a gain? *
1 point
Which of the following is an Opportunity Zone investing tax benefit? *
1 point
When were Qualified Opportunity Funds enacted into the Internal Revenue Code? *
1 point
What is the process for certifying as a Qualified Opportunity Fund? *
1 point
Approximately how many people live within Opportunity Zones? *
1 point
What types of investments are eligible for raising Opportunity Zone equity? *
1 point
A copy of your responses will be emailed to the address you provided.
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