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Opportunity Zones – After the 2nd Round of Regulations
Charlotte City Club
121 W Trade St #3100
Charlotte, NC 28202
Tuesday, October 29, 2019, 11:30 AM - 1:30 PM EST
Category: Events

View presentation here.

Join us for a presentation from Thomas McGraw, a senior member of J.P. Morgan Private Bank’s trust department on Opportunity Zones and provisions. The discussion will cover key components including:

  • Review of Qualified Opportunity Zones (QOZ)
  • December 2017 Tax Act (“Tax Cuts & Jobs Act”)
  • Unrealized capital gains through QOZ
  • Tax Benefits including:
    • deferral of capital gains tax recognition arising from the sale or exchange of the original investment;
    • forgiveness of up to 15% of the original gain; and
    • forgiveness of any new gain in the QOF.
Click here to register.

About Our Speaker

Thomas McGraw is a senior member of J.P. Morgan Private Bank’s Advice Lab, a multidisciplinary team of experts who develop innovative strategies. Mr. McGraw’s areas of expertise include tax and fiduciary matters. Mr. McGraw was formerly a group head in J.P. Morgan Private Bank's trust department, which he joined in 1988 after five years leading groups in tax advisory, compliance and fiduciary services within J.P. Morgan's Tax Department. Prior to joining the firm in 1983, Mr. McGraw worked at the Internal Revenue Service, serving as a staff assistant in the Commissioner’s Office and later as an attorney in the Central Region district counsel’s office. Mr. McGraw received his B.S. from Villanova University and his J.D. from the University of Kentucky.

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