New Bloomberg Tax & Accounting Portfolio Provides Guidance on Investments in Qualified Opportunity Zones

Arlington, Va. (July 21, 2020) — Bloomberg Tax & Accounting today announced the availability of Investments in Qualified Opportunity Zones, a new Tax Management Portfolio focusing on the opportunity zones program, which provides significant tax incentives for investment of deferred capital gain into certain geographic locations referred to as qualified opportunity zones. The Portfolio, which includes authoritative guidance from Lisa M. Starczewski of Buchanan Ingersoll & Rooney PC, Jonathan Talansky of King & Spalding LLP, and Lisa Zarlenga of Steptoe & Johnson LLP, is currently available on the Bloomberg Tax platform for subscribers.

The new Portfolio provides best-in-class analysis of all aspects of the opportunity zone (OZ) program. This includes complete coverage of qualifying investments in qualified opportunity funds such as the definition of an eligible taxpayer, eligible gain, and eligible interests, as well as the 180-day investment period rules. The OZ program was added to the tax code by the Tax Cuts and Jobs Act of 2017. The Portfolio includes provides real-world examples, 230 practice points, and 200+ examples to help Bloomberg Tax & Accounting subscribers apply the law.

“This Tax Management Portfolio provides practitioners with the insights and guidance they need to understand the considerations for investing in opportunity zones,” said Lisa Fitzpatrick, President, Bloomberg Tax & Accounting. “We are pleased to introduce this definitive analysis by Lisa M. Starczewski, Jonathan Talansky, and Lisa Zarlenga that provides best-in-class analysis and the practical perspective necessary to master the ins and outs of this complex tax planning topic.”

For more information on Bloomberg Tax & Accounting’s new Tax Management Portfolio on Investments in Qualified Opportunity Zones, visit

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