Opportunity Zones Webinar: In Depth Discussion for Investors and Advisors

Date: November 29, 2018

Time: 2:00 - 3:30 p.m. PST

Location: Webinar link to be emailed to registrants

Cost: Free webinar

Join JMA Ventures and several expert panelists in a webinar discussion regarding the details of the recent Opportunity Zone legislation and the Treasury and IRS’s Proposed Regulations, including treatment of debt, depreciation, returns, reinvestment, basis, and fund life.  In this webinar, Todd Chapman, President & CEO of JMA Ventures, will discuss JMA’s recently closed Opportunity Fund and JMA’s acquisition of 1.5 city blocks to the Chase Stadium in downtown Phoenix, and development of a 278-unit Class A multi-family complex.  

A panel of specialists will discuss the current state of the Opportunity Zone program, explore the Treasury’s recently published Proposed Regulations, and answer questions about how investors can conservatively navigate statutory and regulatory ambiguities.

 Specific Topics

  • Is it safe for investors to invest in Opportunity Zones, and what pitfalls remain?

  • What are the most frequently asked questions posed by investors and advisors, and what answers are available?

  • What steps must an investor take to qualify for the benefits of the Opportunity Zone program?

  • How will distributions and depreciation be applied to the limited partners of an Opportunity Fund?  

  • What do the Proposed Regulations say about taxation of partners after sale of an asset held by the Opportunity Fund, reinvestment, and reinvestment timeline?

  • How can a fund navigate capital deployment requirements?

  • How is raising capital different for projects in Opportunity Zones?

  • What steps has JMA taken to conservatively navigate ambiguities in the Opportunity Zone program?

  • What challenges exist for individual investors seeking to create their own opportunity zone fund to invest alongside other funds?

Featured Speakers

  Todd Chapman   President & CEO, JMA Ventures

Todd Chapman

President & CEO, JMA Ventures

  Jake Werrett   General Counsel & Acquisitions, JMA Ventures

Jake Werrett

General Counsel & Acquisitions, JMA Ventures

  Marc Schultz, Esq.   Partner, Snell & Willmer

Marc Schultz, Esq.

Partner, Snell & Willmer

  John Lore, Esq.   Partner, Capital Fund Law Group

John Lore, Esq.

Partner, Capital Fund Law Group

  John Sciarretti, CPA   Partner, Novogradac & Company LLP

John Sciarretti, CPA

Partner, Novogradac & Company LLP

This presentation is provided for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, or tax advice.  You should consult your own tax, legal, and accounting advisors before engaging in any transaction.