Click to edit Master title style
Click to edit Master title style
Taking Advantage of Opportunity Zone Investing
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Your Presenters
Jim Lockhart, JD, LLM Partner Wipfli LLP - Minneapolis
Josh Graham, CPA Senior Manager Wipfli LLP - Chicago
Dannielle Lewis, CPA, MT Senior Manager Wipfli LLP - Minneapolis
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Wipfli LLP
? Firm founded in 1930 ? Headquartered in Milwaukee ? 250+ partners ? 2,200+ associates ? 47 offices across the U.S. and 2
India
? Private Equity Services ? Fund, Transaction Advisory and
Portfolio Company Services
? Manufacturing and Distribution ? Construction and Real Estate ? Health Care ? Technology
? ACG Growth Champion ? PERT Sponsor
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Polling Question #1 Qualified Opportunity Zone Investment
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What Are Opportunity Zones?
? Generally, low-income census tracts, both urban and rural
? Some are not low-income census tracts themselves but are contiguous to a low-income census tract
? Every major city has at least one zone; most have several
? Nominated by governor or CEO of each U.S. state, district or territory by March 21, 2018 (30day extensions granted)
? Certified by Treasury
? There are a total of 8,700 certified zones, covering 12% of the U.S. land mass, including all of Puerto Rico
? Certification of these zones is effective through December 31, 2027 (10 years)
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