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Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Thursday, March 05, 2020
  • 12:00 PM - 1:00 PM
  • BNY Mellon Conference Center 1735 Market Street, 5th Floor Philadelphia, PA


Registration is closed

Update on Qualified Opportunity Zones and Final Regulations

This roundtable program will include a detailed discussion of the tax technical rules for investing in qualified opportunity funds including important changes made in the final Treasury Regulations issued last December. The program will also address issues that have not been adequately addressed by the statute and regulations.


Joe Scalio, Senior Lead Tax Partner, KPMG
As one of the national lead tax partners engaged in the Qualified Opportunity Zone practice, Joe actively engages with industry leaders, government officials, and investors to provide insights that help resolve tax and regulatory issues. He is also active in helping clients maximize QOZ tax incentives and structure Qualified Opportunity Funds and Qualified Opportunity Zone Businesses. He has extensive experience with real estate investment trusts, real estate funds, and private equity funds.

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

No continuing education credits will be offered for this program.

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

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

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