HomeWebcastOpportunity Zones in 2019: Maximizing Benefits for Your Firm
Online CLE Opportunity Zones CLE

Opportunity Zones in 2019: Maximizing Benefits for Your Firm

Live Webcast Date: Wednesday, March 20, 2019 from 12:00 pm to 2:00 pm (ET)
CPE TaxationRecording

Online CLE Opportunity Zones

With Opportunity Zones (OZs) generating interest since the release of the Tax Cuts and Jobs Act of 2017, it encourages investors with capital gains to invest in low-income areas or areas in an industrial setting. Hence, giving communities lacking economic opportunity and business growth a chance to flourish.

In the gaining side of investors, this is considered as a new financial tool that enables them to receive favorable tax treatment for investing in Opportunity Funds. However, with these benefits subjected to a myriad of rules, companies must keep themselves updated with the emerging developments in tax regulations and guidance, to avoid possible risks while maximizing these benefits.

Listen as a panel of distinguished professionals organized by The Knowledge Group provide the audience with the latest information regarding opportunity zones. Speakers, among other things, will discuss what more there is to know as well as how to maximize benefits for your firm.

This Webcast will discuss the following key provisions:

  • New Guidance on Opportunity Zones
  • Recent Updates and Developments
  • Maximizing Opportunities
  • Legal Risks and Challenges
  • Best Practices
  • Outlook

Who Should Attend

  • Business Managers
  • Business Analysts
  • Executive Board Members
  • Business Development Managers
  • Fund Managers
  • Investment Advisers
  • Investors
  • Developers
  • Financial Management Officers
  • Accountants
  • Tax Advisers
  • Tax Consultants
  • Other Related/Interested Professionals

Preview Podcast

Please click the podcast below to hear the speakers discuss the key topics for this webcast.


Online CLE Opportunity Zones
Abraham Leitner
Goulston & Storrs PC
Online CLE Opportunity Zones
Eric Requenez
Online CLE Opportunity Zones
Bo Kemp
Senior Director
Faegre Baker Daniels
Online CLE Opportunity Zones
Sheri L. Orlowitz, J.D., C.T.P.
Founding Partner
ARTEMIS Holdings Group LLC

Click Here to Read Additional Material

Online CLE Opportunity Zones

Abraham Leitner, Director
Goulston & Storrs PC
  • Technical side of guidance

Eric Requenez, Partner
  • Technical side of guidance

Bo Kemp, Senior Director
Faegre Baker Daniels
  • To all – the Opportunity Zone will mirror some of the aspects of the American Recovery and reinvestment Act of 2009 in implementation but with less regulations. The amount of money available will be large with shorter than desired time frames to invest it to take full advantage of the program.  The entities that are most prepared early on will see the lion’s share of the benefit. Many investments will be made in Q1-2 2019 but the 2nd half of 2019 into 2020 are likely to see some of the best investment opportunities as funds and municipalities sort out desired projects.
  • To funds and investors -  there is more money available for projects than can be invested in a timely fashion. Funds and investors will need to finds ways to secure project pipelines to meet the demand of their capital. Public private partnerships are a potential solution.
  • To municipalities – most projects are NOT investment ready and require pre-development spending to move them from concept stage to investment ready stage. Cities need a plan to optimize their pre-development investment strategy to fund important Opportunity Zone projects. Public private partnerships are a potential solution.
  • To municipalities – cities need to develop a strategy to ensure that their constituents FEEL the benefit of the Opportunity Zone program. Focusing on operating investments (growth equity and start-up funding) along with public engagement on real estate is critical.
  • To funds and investors – look to commercial and industrial real estate investments as potential projects that may initially be overlooked. There are potential agricultural and infrastructure projects within commercial and industrial Opportunity Zone investments respectively.

Sheri L. Orlowitz, J.D., C.T.P., Founding Partner
ARTEMIS Holdings Group LLC
  • Regulations and guidance with other assets aside from real estate

Online CLE Opportunity Zones

Online CLE Opportunity Zones

Abraham LeitnerDirectorGoulston & Storrs PC

Abe Leitner is a tax lawyer who handles complex domestic and cross-border transactions for clients doing business in the U.S. and internationally, including in Canada, Europe and China, as well as in the Middle East.  In doing so, he often counsels multinational corporations on cross-border mergers and acquisitions.

Abe also frequently structures international joint ventures involving real estate investments in the United States and abroad, and advises real estate investment trusts (REITS) on their tax matters. He also advises private equity funds and other real estate investors in connection with Section 1031 and other efficient exit strategies.

Abe is particularly experienced in advising foreign governments, insurance companies, hedge funds, real estate developers, assisted living providers, manufacturers and high net worth individuals.

Prior to joining Goulston & Storrs, Abe was a Partner at a leading Canadian law firm recognized for its focus on business law, and was based in that firm's New York office. He is also the former Chair of the Young IFA Network Committee, IFA USA.

Online CLE Opportunity Zones

Eric RequenezPartnerStroock

Eric Requenez is a partner at Stroock and represents fund sponsors and investors in the formation, structuring and capitalization of investment funds as well as other securities offerings, regulatory and compliance matters, transactions and other corporate matters. He advises fund sponsors and placement agents in the structuring, negotiation and capitalization of U.S. and non-U.S. private funds, including private equity funds, real estate funds, credit funds, energy and infrastructure funds, hedge funds, hybrid funds, fund-of-funds, and venture capital funds. Eric also advises clients on the formation of related advisory and management entities.

Online CLE Opportunity Zones

Bo KempSenior DirectorFaegre Baker Daniels

Bo Kemp partners with a national network of advisors, advocates, government and business leaders to help drive growth, tackle major initiatives and boost efficiency in municipalities. Highly experienced in the structuring and execution of public-private partnerships, Bo has a reputation for driving innovation in municipal utilities, public infrastructure, and economic development for "legacy" cities.

Mr. Kemp spent the first decade of his professional career in finance with Morgan Stanley and TSG Capital Group, a private equity group. Then, after leading Cory A. Booker’s successful transition to the office of Mayor of Newark, N.J., Bo became the city’s Business Administrator (COO). For the last 15 years, Bo has worked with municipal executives around the country to address some of the hardest to solve problems and has now turned his attention to Opportunity Zones. Bo is a graduate of Yale University and Harvard Business School.

Online CLE Opportunity Zones

Sheri L. Orlowitz, J.D., C.T.P.Founding PartnerARTEMIS Holdings Group LLC

With over 30 years of experience, Sheri Orlowitz’ success can be attributed to her well-practiced functional experience; time-tested financial and legal acumen; the right connections; a reputation for integrity and outstanding client service. 

Her portfolio includes acquiring, operating, and divesting diverse companies both domestically and internationally requiring her to raise hundreds of millions of dollars.  Equally important, she was responsible for the companies themselves, from their strategies for growth and the satisfaction of the employees and investors to successful divestitures. On the other end of the spectrum Sheri has worked with emerging companies in the US and internationally as a representative of United States agencies, such as Department of Commerce and State, and has helped some of those companies expand into the U.S. markets.

Recently Sheri has turned attention to emerging businesses with a focus on the cannabis industry. Her experience as a former federal prosecutor with the Justice Department and as a practiced lawyer ensures Artemis’ services, investments, and clients are organized to meet federal as well as state compliance.

Online CLE Opportunity Zones

Course Level:

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

   General knowledge in tax laws

Course Code:

NY Category of CLE Credit:
   Areas of Professional Practice

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Goulston & Storrs is an Am Law 200 law firm, with offices in Boston, New York, and Washington, D.C. With over 200 lawyers across multiple disciplines, Goulston & Storrs is a real estate powerhouse with leading-edge corporate, capital markets and finance, litigation, and private client and trust practices. Our lawyers employ a proven team approach that values client outcomes over individual recognition. The firm’s dedication to providing prompt, practical legal advice, cost-efficiently and tailored to our clients’ business needs, has resulted in Goulston & Storrs being acknowledged for excellence by Chambers USA, BTI’s A-Team for Client Service, Best Lawyers in America and other leading industry rankings.

Website: https://www.goulstonstorrs.com/

Stroock provides strategic transactional, regulatory and litigation advice to advance the business objectives of leading financial institutions, multinational corporations and entrepreneurial businesses in the U.S. and globally.  With a rich history dating back 140 years, the firm has offices in New York, Los Angeles, Miami and Washington, D.C. For more information, visit www.stroock.com.

Website: https://www.stroock.com/

Faegre (FAY-gree) Baker Daniels’ 750 legal and consulting professionals collaborate with clients on business transactions, regulatory matters and commercial litigation worldwide. From offices in the United States, United Kingdom and China, their more than 750 legal and consulting professionals provide the depth and breadth of expertise necessary to solve complex business challenges. With roots dating back to 1863, they are one of the 75 largest law firms headquartered in the U.S.

Website: https://www.faegrebd.com/

The Artemis Group brings to its investors, clients and each other the continuity and consistency of shared vision and values developed over more than a decade of working together. Whether as a principal acquiring a company, an advisor providing the capital and deal structure for a management buy-out, or providing hands-on day to day management in transition, the Artemis team applies individual and collective skills to every facet of its strategy, and it is done with courage, integrity and humor. Artemis members have over two decades of operational experience in small to multi-billion-dollar companies and have held most C-suite and Board positions in domestic and international businesses. Artemis principals have acquired and held ownership in companies ranging from $6 million to $100 million.

Website: http://artemisholdings.com/

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