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Articles From Lumsden McCormick

Federal Opportunity Zones: Investment and Deferral Strategy

The Opportunity Zone Program is part of the 2017 tax reform legislation. Many taxpayers view this program as one of the most ambitious federal tax incentive programs in decades. The 
purpose of the program is to use private funds to promote economic development in underserved communities.

 

Click through to download our full guide on opportunity zones: Federal Opportunity Zones (O-Zones): Investment and Tax Deferral Strategy.

Federal Opportunity Zones: Investment and Deferral Strategy

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Brian is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, planning, and transactional work. He works closely with a broad range of high-net-worth individuals and privately owned commercial businesses, specializing in the areas of energy, financial institutions, professional services, and real estate, and serves as the tax practice leader for our manufacturing niche. Brian joined Lumsden McCormick in 2006 as a staff accountant; he was named partner in 2018.

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