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Understanding the Legal Framework and Tax Incentives
When: September 22, 2022
Location: Opportunity Zones Forum 2022
People: Daniel P. Ryan

Daniel Ryan participated in a panel discussion, "Understanding the Legal Framework and Tax Incentives," on September 22, 2022 at the Opportunity Zones Forum 2022 at the Wild Dunes Resort in Isle of Palms, South Carolina.

The panel discussed the following topics:

  • IRS Guidelines – Brief Overview
  • How do Law firms and Accounting firms stay up to date? How is the information reviewed and presented to clients?
  • Examining new state legislations. Will interstate commerce become an issue?
  • What are the top questions your clients are asking you? What should they ask you?
  • 1031 exchanges vs. Opportunity Zones
  • What is the value of the tax benefits?
  • Which gains are eligible for deferral?
  • Treatment of mixed fund investments
  • Different hold period and different basis step-ups
  • Treating a gain from sale or exchange