Opportunity Zones 2.0: New Designations, Infrastructure & Investment Strategy

Taft attorneys Gina Staudacher, Thomas John and Sara Oakes will discuss the next phase of Opportunity Zones and what it may mean for developers, investors, and businesses. The program will cover anticipated legislative updates, the expected timeline for federal and state action on new OZ designations, and how public infrastructure projects may intersect with Opportunity Zone investment and funding strategies. The discussion will also highlight practical considerations for clients with projects currently in development or in the planning stages, and steps they can take now to position those projects for potential Opportunity Zone benefits.

Throughout this program, attendees will learn about:

• Key developments related to Opportunity Zones 2.0, changes from OZ1.0 and the anticipated timeline for new designations and considerations for OZ investments before year end and into 2027.
• How public infrastructure and development projects may align with Opportunity Zone investments.
• Whether current or planned projects could benefit from Opportunity Zone investment or OZ Investors.
• Planning considerations as investors and developers prepare for upcoming guidance and year-end opportunities.

For more information or to register, click here.

CLE will not be offered for this program.

Staudacher focuses her work on business and tax advisory matters, with deep experience in multi-state and federal tax incentives, R&D tax credits, Tax Controversy and Opportunity Zone structuring and accounting methods. She works with a diverse team of CPAs, attorneys, data analysts and financial advisors to assist businesses in uncovering beneficial tax opportunities, minimizing tax liabilities reducing risk and monetizing economic incentives and tax credits. Her practice includes advising CFOs, CEOs, general counsel, VPs of tax, and C-suite executives on tax, capital project financing, and strategic growth projects.

John leads the firm’s Public Infrastructure Industry Group, focusing his government practice on public infrastructure, government procurement, and public-private partnerships. He advises both private companies and public entities on complex legal and regulatory issues at all levels of government.

Oakes is dedicated to advising clients on the technical and strategic implications of complex transactions and tax law, so they can achieve their business objectives in the most efficient manner. She advises clients on tax planning, governance, structuring, and compliance matters with an emphasis on risk management and long-term sustainability.