Webinar: What to Know About Tax Laws for QOZ Investments

Topic:  • By Michael Episcope • June 23, 2021 Views


On this webinar, Origin Principal Michael Episcope is joined by Founder of Bracket Partners, John Hoffman, for a discussion around potential changes in tax laws, QOZ tax filing logistics, and the most pressing questions they have received from investors looking to understand the QOZ program.

Please also note: A question was raised during the webinar at the :54 minute mark regarding the exact date returns are due from the 180-day rule. The upcoming deadline to make a capital gain rollover investment into a QOZ Fund with respect to certain 2020 pass-through gains is September 10, 2021. This deadline applies to capital gains reported on a 2020 Schedule K-1 received from a calendar-year partnership if the partnership itself did not make a rollover election for such gains

Posted By

Michael Episcope
Co-CEO

Michael Episcope formed Origin Investments in 2007, along with Co-CEO David Scherer. He has more than 25 years of investment and risk management experience.