Opportunity Zones

NES Financial to Sponsor Novogradac Opportunity Zones Spring Conference

NES Financial will sponsor the upcoming Novogradac 2019 Opportunity Zones Spring Conference, to be held in Denver, CO, on April 25–26th. Novogradac’s conferences are among the OZ industry’s most anticipated events — more than 900 people attended their Fall Opportunity Zones Conference last year, and even more are expected later this month. Featured speakers will include [...]

Meet Next Week’s OZ Webinar Speakers

“Opportunity Zones Industry Insights, Q2 2019” An NES Financial Webinar Wednesday, April 17 | 11 AM Pacific | Free Register Now   We have an impressive lineup of industry experts presenting at next week’s Opportunity Zones webinar. Tune in next Wednesday, April 17th, and hear what the following speakers have to say: Reid Thomas [...]

Opportunity Zones Q&A: How Much of an OZ Fund Can One Investor Own?

During our Q3 and Q4 Opportunity Zones webinars last year, we received many great questions covering a wide range of important topics. To help further your understanding of this exciting new program, our General Counsel, Kelly Alton, a nationally recognized tax attorney who previously worked at the Office of Chief Counsel of the Internal Revenue [...]

Opportunity Zones Newsletter Week of April 1, 2019

Is Your City Prepared for the Opportunity Zone Impact? Accelerator for America wants to help governments and municipalities prepare for increased OZ investments. Under AoA’s guidance, 30 cities to date have drafted Investment Prospectuses, clearly outlining their preparations for OZ impact. Their reasoning: “We’re saying, ‘If you’re going to put capital into these communities, [...]

NES Financial Signs 20th Opportunity Zone Fund to Groundbreaking Administration Platform

NES Financial has recently contracted to provide its 20th Opportunity Zone Fund client with its purpose-built Opportunity Zone Fund Administration Suite, which is designed to provide the utmost in security, transparency and compliance to fund managers and investors alike. NES Financial’s innovative, technology-enabled administration expertise, which has already revolutionized best practices in industries as diverse [...]

Upcoming Webinar: “Opportunity Zones Industry Insights, Q2 2019”

“Opportunity Zones Industry Insights, Q2 2019” An NES Financial Webinar Wednesday, April 17 | 11 AM Pacific | Free Register Now   It’s an exciting time for the young Opportunity Zones industry. As Treasury rules are finalized and the first OZ Funds break ground, the coming months will see longer-term market and regulatory conditions [...]

Opportunity Zones Newsletter Week of March 18, 2019

When Investing in Opportunity Zones, Don’t Lose Sight of the Fundamentals Consider these factors when analyzing your potential investment in an OZ. “Opportunity Zone incentives can be the icing on the cake of apartment investing,” writes the author, “but always remember that these incentives are not the cake.” READ THE FULL FORBES ARTICLE [...]

Opportunity Fund Management: Assembling the Right Team

“You need three things: a lawyer, an accountant, and us.” — Michael Richards, SVP Fund Accounting When starting an Opportunity Zone Fund, expert third-party fund administration can help with everything from attracting investors to complying with mandated reporting. However, a fund administrator isn’t the only service provider you’ll need. If you’ve wondered what exactly a fund [...]

NES Financial Selected as Preferred 1031 Exchange Accommodator and Opportunity Zone Fund Administrator to The Wealth Engineering Alliance

NES Financial has been selected as a preferred service provider to The Wealth Engineering Alliance (WEA), a division of The Financial Engineering Institute (FEI), and their client network of more than 2,200 wealth management firms. This agreement secures NES Financial’s place on WEA’s Expert Sourcing Team — a collection of financial service providers deemed best [...]

Opportunity Zones Q&A: Can an LLC Qualify as an Opportunity Fund?

During our webinars we received many great questions covering a wide range of important topics. To help further your understanding of this exciting new program, our General Counsel, Kelly Alton, a nationally recognized tax attorney who previously worked at the IRS Office of Chief Counsel at the National Office in Washington, DC, has partnered with [...]