CLA Talks: Opportunity Zone Investments

10/21/2020 / Economy and capital markets

With deep experience in the real estate field and investment market, CLA is here to provide you with the latest guidance regarding opportunity zones to help you make clear investment decisions. CLA’s Clayton Bland and Jack Rybicki discuss opportunity zones and how you can decide whether they’re right for you.

Speakers:

  • Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC

  • Jack Rybicki, Managing Principal of Private Capital, CliftonLarsonAllen LLP

What we talked about:

  • Should you consider an opportunity zone investment?

    • Realized gains

    • 2019 tax guidance

    • COVID-19 relief related to opportunity zones

  • Benefits of opportunity zone investments

    • Deferral of realized gains

    • Tax exemptions

    • Appreciation of value on investment

    • Incentive to invest in certain regions

    • Community benefits

  • Difference between opportunity zones and typical real estate investments

  • What steps should you take to invest in an opportunity zone this year?

    • Make the investment before year-end

    • Amend your tax return

    • Contact your wealth advisor and tax provider

 
 
Lisa Merage