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About This Webinar
Opportunity Zones remain one of the most powerful tax-deferral and wealth-building opportunities available to investors and developers. But recent legislative changes have reshaped the program.
Opportunity Zones 2.0 (OZ 2.0) makes the program permanent and expands its reach — while also introducing new rules, new compliance requirements and added complexity around investment structuring and timing.
Investors, developers and advisors are asking similar questions: What are the new rules? How do they affect investment decisions? And how can Opportunity Zone investments be structured to maximize available tax benefits?
This webinar explores the new Opportunity Zone landscape and what it means for investors moving forward.
Agenda
  • Introduction
  • Presentation
  • Q&A
  • Key changes introduced under OZ 2.0 and their implications for investors and developers.
  • New compliance, structuring and timing considerations that can affect tax outcomes.
  • How to position investments to maximize potential tax advantages.
Presenters
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Dannielle Lewis
Partner
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She leads Wipfli's team of Qualified Opportunity Zone specialists and is a frequent speaker on this topic. She also advises clients on complex tax transactions involving partnership interest exchanges or business sales. Dannielle stays up to date on the ever-changing tax laws and recognizes opportunities for new and potential clients to help save and structure their funds. She leverages her proactive planning and advising to ensure clients reach their goals and are successful.
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Andrew Seifert
Partner
Andrew Seifert is a partner in Wipfli’s national tax office. Since joining Wipfli in 2015, his focus has been assisting clients with complex tax issues. He specializes in federal and multistate corporate and partnership tax compliance, accounting methods, tax research, and mergers and acquisitions. He is dedicated to assisting the firm’s clients with their unique and challenging issues.

Andrew has presented on various tax topics for the Minnesota Society of CPAs (MNCPA), Minnesota State Bar Association (MSBA), Minnesota CLE, the Financial Planning Association of Minnesota and the National Employment Lawyers Association (NELA). He currently serves as an adjunct faculty member in the University of Minnesota’s master of business taxation program and has served as an adjunct faculty member for the University of Minnesota’s law school.
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Kevin Janke
Partner
Kevin Janke has spent approximately 30 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills.

Kevin has assisted in the successful sale of a wide range of clients in an array of industries including financial institutions, manufacturing, distribution, and automobile and truck dealerships.
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