Understanding today’s tax planning landscape increasingly requires fluency in a growing mix of statutory regimes and acronyms. In this program, the D.C. Bar Taxation Community’s Estate Planning Committee provides a foundational overview of qualified small business stock (QSBS) and qualified opportunity zone (QOZ) investments, including the favorable tax treatment associated with each and the changes introduced by the One Big Beautiful Bill Act (OBBBA). After covering the fundamentals, the discussion turns to practical planning opportunities, common pitfalls to avoid, and considerations practitioners should keep in mind when advising clients navigating these regimes.
Speakers:
- Meghan M. Federman, Counsel, Lowenstein Sandler LLP
Time: 12 p.m. ET
