COURSE #: 2019103022

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

This dynamic panel will explain the technical requirements and tax benefits of Program Related Investments, Mission Related Investments, Opportunity Zone Funds, and Impact Investments. It will give real-world examples of how these planning tools work in practice, and strategies for vetting potential opportunities.

Learning Objective(s): Attendees will be able to

• understand the technical requirements and tax benefits of Program Related Investments (PRI), Mission Related Investments, Opportunity Zone Funds, and Impact Investments
• Become familiar with the various forms in which PRIs can be made based on the needs and desires of the foundation and recipient
• recognize key factors to consider when exploring a potential investment opportunity

Prerequisites: The method of presentation is group-live instruction and the program level is basic to intermediate.  There are no prerequisites for this course nor is there any advanced preparation required.

Lunch included