RCCB acts as a leader in advising clients throughout the country regarding organizing and operating qualified opportunity funds. Please check this page often for updates from RCCB on emerging trends related to this exciting new tax benefit.


CLIENT ALERTS REGARDING WHAT’S NEW IN THE QOZ WORLD

Here are links to all of our past Client Alerts

listen to PRIOR QOZ UPDATE CALLS

Below are recordings of all of our QOZ calls in case you missed one.

  • June 19, 2019 - Learn the intricacies that allow investors to operate a new or existing business in a QOZ.

  • June 5, 2019 - What Structure Works Best for Your Opportunity Fund? Join Drucker & Scaccetti's Chris Catarino and RCCB's Leila Vaughan to discuss critical details to consider when structuring your qualified opportunity fund. Some structural considerations have changed as a result of the latest round of proposed regulations, so you won't want to miss this call! You can find information on QOZ Structures & Timelines here.

  • May 15, 2019 - RCCB tax attorneys discuss the timeline for forming, executing, and exiting an QOF.  Specifically the call addresses raising and organizational structures for QOFs, planning to meet asset and income tests to maintain QOF status for your fund, and anticipating and preparing for potential QOF exit structures.

  • May 1, 2019 - New Regulations:  On April 17, 2019, the IRS issued new proposed regulations answering many of the open questions in the opportunity zone program.

  • April 3, 2019 - Leila Vaughan of RCCB & Michael McCann of MVM Associates discuss state tax credits and grant programs that may be available to real estate investors and businesses operating in the qualified opportunity zones.

  • March 20, 2019 - RCCB’s Dustin Covello & Leila Vaughan discuss QOZs and tax filings, and ways to manage timing as you receive and deploy capital.

  • February 20, 2019 - Special guest, Geoffrey Smith of Eisner Amper’s tax credit practice discuss complementing opportunity zone projects with other valuable tax credits.

  • January 16, 2019 - RCCB tax attorneys will review current developments in opportunity zone investments, including proposed changes to Treasury regulations recommended by influential interest groups.

  • December 5, 2018 - RCCB tax attorneys discuss the challenges and solutions to maximizing opportunity zone benefits for property and businesses that have been owned in the zones prior to 2018.

  • November 7, 2018 - RCCB tax attorneys Leila Vaughan and Dustin Covello and guest Brian Gallagher from CPA firm GMS Surgent review the recently issued proposed regulations.

  • October 24, 2018 - Utilizing additional resources for high impact projects to seize Opportunity Fund investments with guests from the Philadelphia Industrial Development Corporation (PIDC). Additionally, on October 19, the Treasury issued proposed regulations clarifying the Opportunity Zone Statute. We will preview our preliminary thoughts on the regulations at the end of the PIDC Call.

  • October 10, 2018 - Members of the RCCB Tax & Real Estate teams discuss developing real estate in an Opportunity Zone.

  • September 19, 2018 - RCCB’s Brian Vargo and Leila Vaughan discuss launching an Opportunity Fund.  Topics to include what concerns should be kept in mind when forming a fund to invest in Opportunity Zone properties and what business opportunities exist in these areas.

  • September 5, 2018 - RCCB’s Dustin Covello and Leila Vaughan discuss structuring an investment in an Opportunity Zone with Brian Gallagher of GMS Surgent.  Topics include what are the benefits of investing in an opportunity zone and what key deadlines and requirements shall investors keep.

QOZ SPEAKING ENGAGEMENTS

  • Leila Vaughan - Panelist, Is Now an Opportune Time to Establish Qualified Opportunity Funds?, ABA 2019 May Meeting of the Tax Section, May 2019.

  • Dustin Covello & Jennifer Tintenfass - Presenters, Capitalizing on Opportunity – A Primer on Qualified Opportunity Zones, March 2019

  • Leila Vaughan & Jennifer Tintenfass - Panelists, Montgomery County Development Corp. Seminar Series: Qualified Opportunity Zone, March 2019.

  • Leila Vaughan - Panelist, Qualified Opportunity Zones: What You Need to Know About Investing in the Zone, February 2019.

  • Leila Vaughan - Panelist, Qualified Opportunity Zones – Reboot, ABA Tax Section Mid-Year Meeting, January 2019.

  • Leila Vaughan - Panelist, Qualified Opportunity Zones - What Are the Rules?, Pennsylvania Bar Institute, January 2019.

  • Leila Vaughan - Panelist, Opportunity Zones – What’s All the Buzz About?, 10th Annual High Net Worth and Family Wealth Conference, December 2018.

  • Leila Vaughan - Presenter, Qualified Opportunity Zones Webinar, Philly Living/Keller Williams, November 14, 2018.

For further information please contact oz@rccblaw.com.