Opportunity Zones News

Valerie Grunduski

Valerie Grunduski: Opportunity Zone Fund Tax Accounting Considerations

What are some of the most important tax accounting considerations when forming and managing an Opportunity Zone Fund? Valerie Grunduski is a real estate tax accounting specialist and leads Plante Moran’s Opportunity Zones practice. Click the play button below to listen to my conversation with Valerie. Episode Highlights Tax considerations when creating a Qualified Opportunity

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SEC Headquarters Building in Washington DC

SEC, NASAA issue staff guidance on Opportunity Zone investing

The staffs of the Securities and Exchange Commission and the North American Securities Administrators Association (NASAA) have issued preliminary guidance on how Qualified Opportunity Fund (QOF) investing may be subject to securities law. The joint statement issued last week is not official rules or regulations, and therefore has no legal force. It is merely a

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Taylor Lembi

Taylor Lembi: How OZs Can Address the Housing Crisis

Can Opportunity Zones help address the nation’s housing crisis? Taylor Lembi is founder and CEO at San Francisco-based real estate developer M31 Capital. Their Morpheus 1 Qualified Opportunity Zone Fund, launched earlier this year, invests in multi-family housing redevelopments in the Bay Area. Click the play button below to listen to my conversation with Taylor.

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Jimmy Atkinson

July 9 IRS Hearing: Podcast Episode Recap

Who spoke at the July 9 IRS public hearing on Investing in Qualified Opportunity Funds? And what are some of the biggest issues that the IRS needs to clarify in final regulations? The Opportunity Zone hearing took place at the IRS New Carrollton Federal Building just northeast of Washington DC. There were 19 groups of

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July 9 IRS hearing on Qualified Opportunity Funds

Complete recap of the July 9 IRS public hearing on Opportunity Zones

On Tuesday, July 9, approximately 100 people attended the auditorium at the IRS New Carrollton Federal Building just outside of Washington DC as 19 groups of Opportunity Zone stakeholders testified during the public hearing on proposed regulations: “Investing in Qualified Opportunity Funds” [REG-120186-18]. This was the second hearing on proposed IRS regulations, following the second

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Kevin Shields

Kevin Shields: Strategies for Maximizing Opportunity Zone Returns

What are some strategies for maximizing Opportunity Zone investment returns? What should investors be aware of and what pitfalls should they avoid? Kevin Shields is founder, chairman, and CEO of Griffin Capital, an alternative investment firm with over $17 billion in assets under management. Click the play button below to listen to my conversation with

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