The Evolving Opportunity Zone Fund: Where Are We Now?

Catherine L. Bazley | Cherry Bekaert Advisory LLC

As a Tax Partner with Cherry Bekaert’s Real Estate & Construction industry group, Catherine has specialized expertise in the areas of taxation for real estate, partnerships, LLCs, S corporations, and DSTs. Catherine is an enthusiastic and creative planner for structuring real estate projects and tax planning strategies to optimize tax efficiency. This includes carried interest issues, debt versus equity, capital stack challenges, and dealer versus. investor. Her guidance extends to structuring tax-deferred transactions, partnership mergers and acquisitions, compensatory partnership interest issues, complex partnership allocation calculations, and inbound/outbound foreign investments.

Based in the Atlanta practice, Catherine is a member of the Firm’s Real Estate & Construction Executive Team and Opportunity Zone Task Force Leader. Catherine focuses on guiding commercial real estate clients. Starting her accounting career in 1995, she is experienced in tax planning and preparation for real estate owners, developers, investors, and high net-worth individuals. Catherine also has familiarity working with multinational real estate investors and multistate partnerships, providing both tax minimization and optimization strategies. Catherine was a real estate tax director at a local CPA practice before joining Cherry Bekaert. She also served as a senior t manager with an Atlanta-based CPA firm.

I. Hiccups along the way – changes in construction costs, change in original plans | 2:00pm – 2:30pm

II. Sale of QOZB activity – what are the next steps/options? | 2:30pm – 3:00pm