Overview

Life moves quickly, and it’s nearly impossible to stay abreast of trends and changes within the business industry. Now add in government regulations and the IRS, and you are swamped again. For instance, there is brand new tax legislation for 2017 that allows investors to re-invest their unrealized capital gains with no up-front tax bill into designated areas in “Opportunity Zones” in every US state. And, if the investment is for 10 years, these funds are not taxed AT ALL. But this legislation is complex, and will be impacted when the IRS issues its guidelines, so it is important to have a team of advisors who can help you analyze the opportunity of opportunity zones to help you either extract capital for other uses, reinvest into qualified opportunity zones, or help you create your own opportunity zone qualified investment. With extensive real estate acquisition and mergers and acquisition experience, as both outside counsel, in-house counsel, and as an intermediary, I have built a team that is uniquely positioned to be able to handle the real estate, tax, acquisition and securities nuances that are inherent in opportunity zone deals.