How To Prep For OZ 2.0

This OZ Insiders Masterclass focused on how investors and fund managers should prepare now for the transition to Opportunity Zones 2.0, with an emphasis on timing, reporting, and pre-2027 planning.

Corporate securities attorney Gerry Reihsen walked through practical strategies to manage deferred gains, structure investments, and navigate the upcoming regulatory shift.

• OZ 2.0 implementation timeline and key dates
• When new IRS reporting requirements will begin
• Planning tools like partnerships, fiscal year-ends, and deferral strategies
• Rural QOF requirements and asset tests
• Using cost segregation and passive losses ahead of 2026

Watch On Demand