Qualified Opportunity Zone Funds are now a permanent part of the tax code and can run parallel to a Roth IRA account. Learn how this important tool can be used to minimize tax, grow long-term tax-free wealth and generate tax advantaged income.
AGENDA
Understand what Qualified Opportunity Zones are and how they benefit communities.
Compare legislative differences of the “Tax Cuts and Jobs Act” version 1.0 vs. “OBBBA” version 2.0.
Review the rules to participate and types of investment options within QOZ Fund structures.
Learn the four key benefits of QOZ Funds: potential for tax deferral, basis step-up, tax-free income and tax-free growth of wealth.
ADDITIONAL INFO
When:
Tuesday, September 22, 2026 · 1:00 p.m.
Eastern Time (US & Canada)
Duration: 1 hour
Price:Free
Language:English
Who can attend?Everyone
Dial-in available?
(listen only):Yes.
Dial-in Number:
Please register for this Webinar to view the dial-in info.
Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. ...
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.