Events

Doing Deals in the Land of Opportunity Zones Webinar Series 2022

Webinar Replay

About the Webinar Series

Opportunity zones continue to offer a unique path of investment by presenting tax benefits to projects in designated low-income communities and adjacent areas. This webinar series discusses the impact on investments and real estate, lessons learned, and strategies and solutions going forward.

Upcoming Webinar Session

Wednesday, December 14, 2022 | 1:00 p.m. to 2:00 p.m. Eastern

Previous Sessions

September 14, 2022 | Webinar | Avoiding Pitfalls for the Unwary

About the Program

The opportunity zones tax incentive program began nearly five years ago. Under the now well-established framework, countless deals have closed and investors have learned multiple lessons along the way. Although the yellow-brick road to utilizing this program has been traversed by many, there are still hazards and potholes that even the most intrepid traveler must prepare for. Join us for discussion of what to watch out for and what not to do along your journey.

Moderator

Brad A. Molotsky, Partner, Co-head, Duane Morris Opportunity Zones Group and Team Lead, Project Development and P3 Industry Group

Speakers

Joe Scalio, Senior Lead Tax Partner, KPMG

Emily Lavery, Former Tax Counsel and Opportunity Zones Adviser to U.S. Senator Tim Scott

Jill Homan, President, Javelin 19

June 8, 2022 | Webinar | The Bipartisan OZ Act – Are We All Getting Along on the Yellow Brick Road?

Moderator

Brad A. Molotsky, Partner, Co-head, Duane Morris Opportunity Zones Group and Team Lead, Project Development/P3 Industry Group

Presenters

Joe Scalio, Senior Lead Tax Partner, KPMG

Emily Lavery, former Tax Counsel and Opportunity Zones Adviser to U.S. Senator Tim Scott

Jill Homan, President, Javelin 19

March 16, 2022 | Deals Happening Now – 2022 and Beyond

About the Program

It’s been four years since the opportunity zones tax incentive program began. Under the now well-established framework, countless deals have closed and investors have learned multiple lessons along the way. This year promises more of the same, so join us for a look at the state of OZ right now and what to expect just around the corner.

Moderator

Brad A. Molotsky, Partner, Co-head, Duane Morris Opportunity Zones Group and Team Lead, Project Development/P3 Industry Group

Presenters

Anthony Cheng, Managing Partner, Anchorvest

John Kane, Chief Investment Officer, The Kane Company, Inc.

Dan Shields, President, AscendAmerica

Adam Seiber, Managing Director, Racing Tiger Capital

About Duane Morris

Duane Morris LLP, a law firm with more than 800 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today’s legal and business challenges.

Duane Morris oversees all types of tax-driven real estate investments, including structuring opportunity zone investments and matching them with historic rehabilitation tax credits and federal and state low-income housing tax credits (NMTC and LIHTC). Our lawyers have helped guide the early phases of this emerging investment class. We know how to help clients analyze and implement the opportunity zone program. Our cross-practice team of corporate, real estate, finance, tax, private equity, family office, investment management and renewable energy lawyers collaborate to advise and provide full-service guidance to clients. We have closed more than 100 transactions to date representing developers, owners and investors.