Content Provider
Bangerter financial

Ea credits middle
Self-Study CPE
INTERNATIONAL TAX TREATIES
View Details/Register
THE MATHEMATICS OF SECURE: WHERE THE TAX LAW AND ECONOMICS COLLIDE
View Details/Register
CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
View Details/Register
TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
View Details/Register
PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
View Details/Register
UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
View Details/Register
UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
View Details/Register
BEST IRA IDEAS IN 2020
View Details/Register
UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS
View Details/Register
DOMESTIC TAX ISSUES FOR IMMIGRANTS & ALIENS
View Details/Register
Free cpece webinars
Qualified Opportunity Zone Program Overview

QUALIFIED OPPORTUNITY ZONE PROGRAM OVERVIEW

Available Date(s)
Wednesday, July 21, 2021: 2:00PM EDT
Thursday, August 19, 2021: 2:00PM EDT
Wednesday, September 22, 2021: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00941-21-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

Linkedin
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.

 

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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