For associations and education providers
Almost nobody has filed under the new opportunity zone reporting rules yet, which makes this the rare session where the room genuinely does not already know the material.
Deck, speaker notes, handout and knowledge check, built to drop into your existing programme.
Your NASBA or bar registration awards the credit. We supply the material and, if you want, the instructor.
No licence fee and no per-attendee charge. We are here because your members are the people who need this.
What arrives
Everything a presenter needs is in the kit, including the parts people usually have to build themselves. Reviewed against the statute and dated, so you can see how current it is.
The new QOF reporting rules
50 or 100 minute versions · Reviewed July 2026
Credit awarded by ____________, sponsor of record
How a session comes together
Most of the work is ours. Yours is picking a format and putting it in front of your members.
Fifty or a hundred minutes, live or recorded, and whether your own presenter takes it or ours does.
You · One decisionYour branding on the deck and the handout, and the examples weighted to whatever your members actually do.
You · NothingLearning objectives, level, prerequisites and the knowledge check come written in the form your filing needs.
You · Your own registrationYour presenter or ours. Either way the handout and the recording stay yours to reuse.
You · Host the roomMaterials updated as the rules move, at no charge
Two ways to run it
The material is identical. What changes is who stands up, and whether you want a specialist taking questions from the floor.
No pitch from the podium. The session is instruction, and any commercial conversation happens after it and only if a member asks.
Why this session lands
Continuing education usually competes with what attendees already know. This material does not, because the first filings under these rules have not happened yet and the oversight record on the old regime was poor.
Calendar 2026 is the first reportable year. A session in the autumn is timed to the thing itself.
Preparers, counsel and administrators all sit in the chain, so the material serves a mixed room rather than one discipline.
Statute and notices cited directly, so your reviewers can check the material rather than take it on trust.
Neither the taxpayers nor their accountants knew Form 8996 existed.
Treasury Inspector General for Tax Administration
For associations and education providers
Almost nobody has filed under the new opportunity zone reporting rules yet, which makes this the rare session where the room genuinely does not already know the material.
Deck, speaker notes, handout and knowledge check, built to drop into your existing programme.
Your NASBA or bar registration awards the credit. We supply the material and, if you want, the instructor.
No licence fee and no per-attendee charge. We are here because your members are the people who need this.
