TOP 25 TAX SPECIALISTS
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DANNIELLE LEWIS
WIPFLI LLP
As a CPA and specialist on tax , Dannielle Lewis helps people determine the best strategies for their real estate business . Her clients appreciate her ability to proactively plan and advise them to ensure they achieve their goals successfully . She is focused on serving clients in the real estate industry and leads the firm ’ s team of Qualified Opportunity Zone specialists . She is also a frequent speaker at industry events , stays up to date on the everchanging tax laws and recognizes opportunities for new and potential clients to help save and structure their funds .
WHAT NEW TAX CHANGES IMPACTING THE OPPORTUNITY ZONE INDUSTRY CAN WE EXPECT IN 2022 ?
Currently , it is hard to predict whether the current legislation would have a big impact on Opportunity Zones . What will be interesting to see is if there is any change in the traction over Opportunity Zones now that one of the benefits has expired . Additionally , there could be more arduous compliance moving forward with Opportunity Zones given the recent Ways and Means Committee .
FRANK LUCAS
RSM US
Frank Lucas has more than 15 years of experience serving the real estate and hospitality practices . He provides tax consulting , business advisory , and tax compliance services to real estate funds ( commercial , hospitality , and multifamily ), private clubs , property management companies , developers , hotels and resorts , and common interest realty associations . Lucas has extensive experience working with tax-exempt and foreign ownership structures . In addition to these services , he has successfully represented numerous clients before the IRS in audit defense .
WHAT NEW TAX CHANGES IMPACTING THE OPPORTUNITY ZONE INDUSTRY CAN WE EXPECT IN 2022 ?
The hope would be an extension of some of the benefits , but the two recent acts ( BBBA not currently finalized ) are noticeably absent of QOZ . The majority of QOZ investments we ’ ve seen have all been real estate , and because development takes several years , it ’ s going to still be some time before we start to see and understand the true benefits of this program . As these developments finish , it will give everyone a better picture as to how beneficial this program has been .
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