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Opportunity Zones Are Entering a New Era. Here’s How to Get Ahead of It.

JULY 21, 2026 | 2 PM ET

Featured Speakers

Headshot of Jim Lockhart

Jim Lockhart
Real Estate Industry Leader | Tax Partner
APRIO ADVISORY GROUP, LLC

Headshot of Melissa Wall

Melissa Wall
Tax Partner
APRIO ADVISORY GROUP, LLC

Headshot of Cameron Weil

Cameron Weil
Shareholder, Finance, Investment Strategies & Real Estate
POLSINELLI

Headshot of Jay Frank

Jay Frank
Founder & CEO
SIGHTBRIDGE CAPITAL PARTNERS

Headshot of Jeff Goldman

Jeff Goldman
Shareholder
POLSINELLI

Opportunity Zones are entering a new era—and for advisors, investors, and developers, the next 12 months may be the most consequential yet.

The recognition of gain at the end of 2026 is already creating planning opportunities, and OZ 2.0 strategies are being implemented by leading advisors right now. This session brings together a panel of Aprio advisors and industry experts to help you understand exactly what’s changing, what it means for your deals, and what actions you should be taking today.

Join us as our panel unpacks the complexities of:

  • The 2026 Gain Recognition Deadline: What it means for your clients and how to turn a deadline into a planning opportunity

  • OZ 2.0 Strategic Planning: How leading advisors are structuring deals and positioning for long-term value right now

  • Deferring Gains and Optimizing Deals: Practical, actionable insights to implement before the window closes

  • Maximizing Long-Term Value: What separates high-performing OZ deals from the rest

Learning Objectives:

  • Understand the implications of the 2026 gain recognition deadline and identify specific planning opportunities for clients and investors.

  • Learn how leading advisors are structuring OZ 2.0 deals and what strategic decisions need to be made now.

  • Walk away with clear, actionable steps to optimize deals, defer gains, and position for long-term Opportunity Zone value. 

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“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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