QOZ Investing

Webinar: What to Know About Tax Laws for QOZ Investments

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

This article is intended for informational and educational purposes only and is not intended to provide, and should not be relied on, for investment, tax, legal or accounting advice. The information is provided as of the date indicated and is subject to change without notice. Origin Investments does not have any obligation to update the information contained herein. Certain information presented or relied upon in this article may come from third-party sources. We do not guarantee the accuracy or completeness of the information and may receive incorrect information from third-party providers.