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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Tuesday, September 25, 2018
  • 12:00 PM - 1:30 PM
  • 1735 Market Street, 5th Floor Conference Center, Philadelphia, PA 19103


Registration is closed

“A New Provision Under the Tax Law: Qualified Opportunity Zones”

OVERVIEW:  The Opportunity Zones program, established via the Tax Cuts and Jobs Act (TCJA), aims to spur long-term private sector investments in low income communities nationwide. Investors in Opportunity Funds established within designated Qualified Opportunity Zones can take advantage of federal tax benefits in exchange for their contributions to economic growth and investment in distressed communities. The amount of federal tax benefit ultimately recognized depends on the holding period of the investment but can include a temporary tax deferral, a step-up in basis and a permanent exclusion from taxable income of gains. Project sponsors can also benefit from lower-cost capital generated by the program. In this session, Baker Tilly will discuss how the Opportunity Zones program works, how to establish a certified Qualified Opportunity Fund, where Opportunity Zones are located, and what’s next for the program. We will also dive into how the program relates to tax and estate planning.

SPEAKER: Chase India, Partner, Baker Tilly Virchow Krause, LLP
Chase India, partner with Baker Tilly Virchow Krause, LLP, has been with the firm since 2006. He is a member of the firm’s construction and real estate services group. Prior to joining Baker Tilly, Chase worked for a top ten national firm where he specialized in partnership taxation.

COST: No charge! Must be a PEPC Member to attend. Space is limited!

NOTE: Bring your own lunch.

Click here to download a printable registration form.

This program is sponsored by

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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