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Qualified Opportunity Zone Program Overview


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 27, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

An opportunity zone fund that is appropriately structured may allow you to defer capital gains tax on the sale of any asset while making an investment that potentially will generate tax-free income. Learn what to look for in opportunity zone fund sponsors.

Learning Objectives: 

  • Identify federal compliance rules, regulations, and timelines

  • Summarize the potential benefits and reasons to pursue opportunity zone funds

  • Recognize which approach works best for different investment scenarios

  • List the five key factors of the Opportunity Zone Program

  • Recognize the difference between Qualified Opportunity Zone (QOZ), Qualified Opportunity Zone Fund (QOF), and Qualified Opportunity Zone Businesses (QOZB)

  • Identify potential tax advantages, including a hypothetical after-tax value learn on how investors could pay $0 in capital gains on the next decade of investment returns

  • Recognize how to use depreciation to shelter income from projects and have no depreciation recapture

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Bangerter financial

Jeffrey Bangerter has been working in financial services since 1979, helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent, and has his Real Estate License.

We empower clients with the knowledge to help make smart, informed choices as they enter their Golden Years. We make things easy to understand, so the direction they need to take becomes clear. 

Our goal is to help people maximize social security, create incomes, provide professional money management, and protect their assets from long-term care. Our clients know we commit to provide the best solution for their situation, utilizing our social security and retirement planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has frequently been a guest on Sacramento’s ABC and CBS affiliate stations, providing timely financial information efficiently in an easy-to-understand format.


About Our Presenter

Bangerter financial
Bangerter Financial Services, Inc. offers financial investment adviser services helping individuals create retirement strategies using a variety of investment and insurance products