Opportunity Zones 2.0 speaking & education
A clearer conversation about capital gains, the changing Opportunity Zone framework and the advisor’s role.
Featured program
Opportunity Zone planning raises different questions from a 1031 exchange. This program helps professionals organize those questions, distinguish existing and future frameworks and identify the information needed for a client-specific analysis.
Participants leave with a framework for evaluating Opportunity Zone questions and recognizing where current guidance and client-specific analysis are essential.
Available for conference sessions, CPE/CE programs, lunch-and-learns, webinars, panels and private firm education. Scope and depth are tailored to your audience.
Programs are educational. CPE/CE credit requirements are confirmed with the hosting organization. Tax, legal and investment outcomes depend on the applicable rules and individual facts.
Share your audience’s background and the planning questions you want the program to address.
Organizer questions
Paul Hogenson’s Opportunity Zones 2.0 program is designed for CPA societies, accounting firms, tax attorneys, commercial brokers, business brokers and financial professionals who encounter capital-gain planning questions.
The presentation covers the planning framework, advisor coordination, fund due diligence and the transition to the next program era. Sessions distinguish enacted rules, implementation guidance and questions requiring further analysis. The final agenda is coordinated with the host.
Yes. Paul can present a comparison focused on professional planning questions, or a dedicated Opportunity Zone session. Request your preferred scope through the Book Paul form, including audience, date, format and any credit requirements.