Webinar Preview: Using Qualified Opportunity Zones to Defer Tax

Why It Matters

Understanding QOZ tax deferral equips advisors to preserve client capital and maintain compliance amid shifting regulations.

Key Takeaways

• Opportunity zones allow deferral of capital gains taxes for 180 days.
• Eligible gains must be reinvested within 180 days to qualify.
• Deferred gains recognized when sold or at ten‑year mark.
• Required filings include Forms 8997 and 8949 annually for compliance.
• Legislative updates may alter timelines and reporting obligations for investors.

Summary

Financial advisors gain a concise roadmap for leveraging Qualified Opportunity Zones (QOZs) to defer capital‑gains tax, as outlined in the NATP webinar.

The session walks participants through eligibility criteria, the critical 180‑day investment window, and the mechanics of recognizing deferred gains either upon disposition or after the ten‑year holding period.

It also details mandatory annual filings—Forms 8997 (QOZ investment) and 8949 (capital‑gain reporting)—and highlights common scenarios advisors may encounter.

By staying abreast of evolving legislation, advisors can provide compliant, value‑adding guidance, protecting client wealth while navigating complex tax rules.

Original Description

Qualified opportunity zone planning can deliver meaningful tax benefits, but only when the rules are applied correctly and the reporting supports the position taken on the return. This webinar is designed for tax professionals who advise investors. We’ll review what qualifies as eligible gain, how the 180-day investment window works in common fact patterns and how deferral, basis adjustments and inclusion events impact the taxpayer over time. We’ll also walk through the primary reporting required for investors. Recent legislative changes affecting opportunity zones are addressed, so you can discuss current rules and upcoming timelines with clients.

Live webinar: https://www.natptax.com/events-education/catalog/using-qualified-opportunity-zones-to-defer-tax-webinar-june-11-2026/

On-demand webinar: https://www.natptax.com/events-education/catalog/2026-using-qualified-opportunity-zones-to-defer-tax-on-demand-webinar/