Learn the latest on Making Money from Opportunity Zones with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Benefits:

As law firm clients, businesses, developers, corporations, individuals, and investors seek to quickly take advantage of the changing economy, attorneys need to become fluent in cutting-edge laws involving New Business Incentives & Opportunity Zones Law. This creates wins for clients, communities, and governments alike. Today, more than two trillion dollars sit in limbo primed for legal advice by attorneys knowledgeable in this practice area. Changes in the tax rules have resulted in every state in the country designating key regions for rapid growth zones, eligible for tax-advantaged investments. This has created unprecedented financial gains for many clients & counsel alike. This course covers structuring requirements to qualify for, and utilize, these tax benefits through effective techniques. The seminar faculty features four nationally recognized attorneys and business leaders, who will discuss key timing issues, eligibility, structures, and credits, among others. This comprehensive program is a must-attend for attorneys seeking to counsel clients on New Business Incentives & Opportunity Zones Law. Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

a. Overview of New Business Incentives & Opportunity Zones Law

b. Eligibility, Formation, & Self-certification

c. Cutting-edge Tax Deferral Strategies

d. Understanding Qualification Requirements

e. Avoiding Key Pitfalls resulting from Ownership

f. Effective Structuring Considerations

g. Successful Tax Abatement Techniques & Mitigating Gains

h. Determining Preferred Entity Structure

i. Critical Improvement Tests

j. Establishing Timing

k. Key Legal Issues for New Markets

l. Tax Credits: Categories of Corporate Entity Types & Other Incentives

Interactive Question & Answer Session

Biography of Seminar Faculty:

1. Brad A. Molotsky is a Partner at Duane Morris, where he practices in the area of real estate law. He is co-head of the Firm's Opportunity Zones practice group and leads the Firm's Project Development/P3 industry group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and fund deployment, financing, public private partnership (PPP or P-3), real estate joint ventures (including mixed-use and multi-family development), commercial leasing (including a focus in cannabis leasing), and acquisitions and divestitures. He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit, compensation, as well as energy efficiency, sustainability and corporate social responsibility. Prior to joining Duane Morris and for nearly 20 years, Mr. Molotky served as executive vice president, general counsel and corporate secretary of Brandywine Realty Trust. At Brandywine, Mr. Molotsky was responsible for all legal operations of the company, including acquisitions and divestitures, financings, joint ventures, board matters, insurance procurement, litigation oversight, SEC filing oversight and the legal aspects of capital raising. During his tenure, the company grew from 40 buildings to approximately 300 buildings, totaling 28 million square feet. He has received numerous awards from his colleague and broader legal community for excellence in practice, including being named "General Counsel of the Year," "Best of the Bar," and being awarded the Martin Luther King Community Service Award.

2. Joseph Scalio is the Senior Lead Tax Partner at KPMG US, where he chairs or co-chairs the Firm's Real Estate Group, Umbrella Partnership Corporations Practice, Passthrough and Asset Management Practices, and Publicly Traded Partnerships team. He as provided tax advisory, tax structuring, tax modeling, and tax reporting services for: Investment Management Entities including Funds (Limited Partnerships (“LPs”), Regulated Investment Companies (“RICs”), Business Development Companies (“BDCs”), Small Business Investment Companies (“SBICs”)), Registered Investment Advisors (Carried/Incentive/Promote Vehicles and Management Companies), and Portfolio Companies; Real Estate Investment Trust (“REITs”); Umbrella Real Estate Investment Trusts (“UPREITs”); PTPs/MLPs; Up-Cs; Publicly Traded Yield Companies (“YieldCos”); Corporate Joint Ventures; and, Closely-Held Business Organizations (“CHBOs”).

3. Jill Homan is a small business owner & former advisor on Capital Hill. She co-founded Javelin 19 Investments, a leading commercial real estate investment company. At Javelin 19, she is responsible for sourcing, underwriting, structuring, and executing commercial real estate investment opportunities which include multi-family and office acquisitions. She previously served as vice president for Perseus Realty, where she was responsible for multi-family and office acquisitions, underwriting, assisting in the capitalization of ongoing projects, and managing due diligence processes. She is a graduate of Duke University.

4. Susan Springsteen is the Managing Partner and Co-Founder of Nth Solutions, LLC. She has spent nearly 30 years as an investment advisor to individuals and the organizations they influence. Combining her expertise in sales, marketing and wealth management, she built financial advisory practices at four investment firms, most recently Morgan Stanley Smith Barney where she and her team were recognized as “The Best Wealth Management Group on the Main Line” by Main Line Today Magazine. Ms. Springsteen provided daily stock market commentary for KYW NewsRadio for over a decade. She has been recognized as Female Business Leader of the Year by her County Chamber of Commerce.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Oregon State Bar for 1.5 CLE credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.