Nancee Tegeder

KoreSummit RegA+ 2020 Virtual Summit- Jillian Sidoti & Nancee Tegeder

The KoreSummit is KoreConX’s premier, an event for companies, investors, partners, advisors, influencers, and media. The KoreSummit brings together top thought-leaders in securities law, capital markets, secondary markets, investor relations, compliance, PR, IR, Investor Acquisition, and marketing in the private company sector. The global securities marketplace is changing and the future is Digital Securities. Combining …

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OZ update webinar

Webinar- OZ UPDATE!! Final regulations for Opportunity Zones- Nancee Tegeder & Jillian Sidoti

Just before Christmas, the IRS “gifted” us almost 600 pages as the final regulations for Opportunity Zones. Tune in on January 28th for an update on the changes to the preliminary regulations. We will let you know about changes to the application of 1231 gains, defining a property as vacant, extended time periods for working …

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Bigger Pockets Conference, Nashville TN. Jillian Sidoti, Gene Trowbridge, Nancee Tegeder

Keynote Speaker David Osborne, best-selling author of Wealth Can’t Wait David Osborne will teach you how to move beyond conditioned beliefs, rapidly build your financial wealth, and consistently enjoy the freedom you deserve. Discover fresh real estate strategies, network with nationally recognized investors from across the country, meet your favorite BiggerPockets authors, and connect with …

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Tax Incentives from taking advantage of Opportunity Zone benefits

Tax Benefits for Investors in Qualified Opportunity Funds

The Tax Cuts and Jobs Act of 2017 provides for the creation of Qualified Opportunity Funds (QOF), which offer enticing tax incentives for investors with capital gains. First, any investor who invests capital gains in a QOF, may delay paying taxes on those capital gains until December 31, 2026 or until the investment is sold. …

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Creating and Maintaining Qualified Opportunity Funds

In order to create a Qualified Opportunity Fund (QOF), a partnership or corporation (or limited liability company taxed as a partnership or corporation) must file Form 8996 to self-certify with the IRS. Further, the entity must be set up with the sole purpose of operating as a QOF, which may be stated in the organizational …

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How Opportunity Funds Work

How Do Investors Take Advantage of Opportunity Funds?

If an investor is interested in taking advantage of the tax benefits associated with Qualified Opportunity Funds (QOF) (See Tax Benefits for Investors in Qualified Opportunity Funds) Any type of capital gain may be invested in a QOF, including, real estate, stock, cryptocurrency, artwork, etc. Typically, real estate requires like-kind for like-kind exchanges, however, QOFs allow …

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