Opportunity Zones versus 1031 Exchanges: A Side by Side Comparison

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Course Description

Are you wondering what the similarities and differences are between opportunity zones and 1031 exchanges? Join Scott Saunders as he provides a general overview of opportunity zone (OZ) investments including preferential tax treatment on deferred gains, as well as tax treatment of new gains in OZ investments. He will also explore three strategies combining Section 1031 exchanges with OZ investments that work along with two approaches that do not work. Finally, the course will cover a detailed side by side comparison of various investment criteria and will note whether the opportunity zone investment or 1031 exchanges is the preferred strategy for these different criteria, as well as which strategy works best in different situations.

Learning objectives:

  • Understand the intent, scope and purpose of the new opportunity zone investment rules
  • Develop an understanding of the time deadlines and tax deferral available in opportunity zone investments
  • Compare opportunity zone investments to 1031 tax deferred exchanges and learn which strategy is preferred for various objectives
  • Overview of recent tax proposals that could affect capital gains, 1031 exchanges and other investments

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