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CPA - medium firm
CPA - large firm
Enrolled Agent
Michael Kelley, Founder, and CEO of Park View OZ REIT will be discussing Qualified Opportunity Funds. We will cover the ways opportunity zone incentives can deliver improved financial planning strategies and results. We will also discuss how Park View OZ REIT's unique unrestricted OZ REIT structure increases both the ease of obtaining opportunity zone tax incentives and their financial planning utility.
Learning Objectives:
- Summarize the opportunity zone initiative and its benefits
- Determine how these tax incentives now can be accessed by all investors, not just accredited investors
- Identify how to tailor Opportunity Zone incentives to match your clients’ unique financial needs
- Recognize how using these new tax-efficient wealth management tools can add value for clients and help grow your business
Michael Kelley
Park View OZ REIT
Founder and Principal
[email protected]
(617) 817-8080
Michael Kelley is the founder and CEO of Park View OZ REIT and Park View Investments, a family office. Mr. Kelley has 30 years of experience in business and financial markets. He was early to recognize the potential of Opportunity Zones to change the course of capital flows. Through his writings and presentations, Mr. Kelley has become a leading voice on Opportunity Zones and how investors can benefit from them. He is active in the entrepreneurial community, having served as a mentor, board member, and pitch competition judge. Previously he worked with clients in the real estate, technology, alternative energy, and healthcare industries at several investment banks. Mr. Kelley has a B.A. in Economics from the University of Massachusetts.
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