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The Tax Cuts and Jobs Act of 2017 brought changes in many areas, leading many observers (even experts) to easily overlook the idea that the legislation contains the greatest government-sponsored tax shelter in American history. Anyone advising high-net-worth or ultra-high-net-worth individuals should be aware of the fantastic planning avenue that the new Section 1400Z represents. When devising ways to defer or even eliminate taxation for these taxpayers, investment in a qualified opportunity zone is an essential option to add to the planner’s arsenal.
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Educate the viewer about what qualified opportunity zones are.
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Show the viewer how taxpayers may maximize the tax benefits of investing in qualified opportunity zones.
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Allow the viewer to speak intelligently about the features of Section 1400Z to his or her clientele.
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."
Sandra Adams (Sandy Adams CPA, LLC)
"This is very complicated, but Matthew did a great job explaining the entire concept and anticipating questions. I wish I could gather his knowledge in a chip and install it in my brain. He is definitely ahead of the curve. If I can master what he taught us, I'd be a hero with some of my wealthier clients."
Donald Braun (DB Group)
"The presenter covered what appeared to be the extents of the topics and gave us the law where it existed and clearly identified his speculations. Since the subject is in a state of flux and there are some inconsistencies between entities, e.g. 70% and 90% thresholds."
Kevin Lynch (Rathlin Associates, LLC)
"Clearly one of the best webinars of the year! Packed with intelligible pointers on law, regulations, practical application and issues. This is a presentation worth revisiting via the archives."
Robert Tramont (Tier 1 Tax Professionals)
"This was definitely the most informative presentation on this subject matter. I will definitely be getting in touch with the presenter and will be anxiously be waiting for more..."
Emily Reich ()
"An excellent and timely presentation on an emerging area of law. Instructor was clearly an expert in this area and provided valuable practical insights and commentary."
Douglas Keith (Spoor Bunch Franz)
"Matthew was excellent again. This is not a presenter going through the motions, he is passionate about the subject and about teaching it effectively."
Don Kempf (Don Kempf, CPA)
"Matthew Rappaport was great! He presented a very informative and knowledgeable session on the new, ground-breaking tax incentive program - QOZ's!"
Matthew E. Rappaport, Esq., LL.M.
Falcon Rappaport & Berkman PLLC
Vice Managing Partner
mer@frblaw.com
(516) 558-3377
Matthew E. Rappaport concentrates his practice in Taxation related to Real Estate, Corporations, Partnerships, and Trusts & Estates. He advises clients regarding tax planning and structuring for generational wealth transfer, commercial real estate enterprises, business transactions, and cross-border considerations. He primarily advises real estate professionals, financial professionals, and closely-held business owners. He also functions as a subcontractor for other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.
Mr. Rappaport graduated from Washington University in St. Louis in 2007, cum laude, with an undergraduate degree in Political Science. His undergraduate thesis was a cross-sectional analysis of the corporate culture of the privately held financial firm Edward Jones. He received his Juris Doctor and Master of Laws in Taxation from Georgetown University Law Center in 2011. Mr. Rappaport is licensed to practice in New York. He is an active member of the Nassau County Bar Association, the New York State Bar Association, and the American Bar Association. He was the Co-Vice Chair of the Tax Committee of the Nassau County Bar Association from June 2015 until June 2016.
He serves on the Sales, Exchanges, and Basis Committee of the American Bar Association Section of Taxation. Mr. Rappaport has authored articles for the Nassau Lawyer, Thomson Reuters’ Journal of Real Estate Taxation, The Tax Adviser, Bloomberg BNA’s Tax Management – Real Estate Journal, and the Journal of Taxation of Investments. He has spoken at the request of the American Bar Association, the National Conference of CPA Practitioners, the Financial Planning Association, Strafford Publications, the School of Accounting at LIU Post, and a wide variety of law, accounting, and wealth advisory firms. He is a founder of the young professionals networking group Hydra Collective.
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