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Life Cycle of a Serial Entrepreneur, Just In Time: Qualified Opportunity Zone

Did you know that the most recent tax legislation allows for robust tax benefits when investing in QOZ? If you’ve recently sold your company or investment for a sizable capital gain, investing in a Qualified Opportunity Fund can be an effective strategy to reduce the upcoming tax bill by deferring the gain. But timing is crucial as the tax benefits are tied to a 180-day window to invest in an Opportunity Zone Fund. Please join Greenberg Traurig and Morgan Stanley as our panel of experts discusses the “real time” and “real deal” issues of Qualified Opportunity Zones.

Global law firm Greenberg Traurig, LLP and Morgan Stanley will co-host a networking event and presentation titled, “Life Cycle of a Serial Entrepreneur; Just in Time: Qualified Opportunity Zone,” on March 13 at Greenberg Traurig’s Northern Virginia office. Tax Practice shareholder Lucy S. Lee will serve as moderator and shareholder James O. Lang will participate as a panelist alongside Kyle Walker of NEWGEN Worldwide and Pete Russo of Morgan Stanley. 

The presenters will address the most recent tax legislation, which allows for robust tax benefits when investing in qualified opportunity zones.

Lang focuses his tax and corporate project finance practice on tax incentive programs, Qualified Opportunity Zone and Qualified Opportunity Fund financing, tax credits, and related state and federal incentive programs.  Lang is closing over $4 billion of Qualified Opportunity Funds and ancillary Qualified Opportunity Zone deployment of funds and has closed or is structuring several billion dollars in tax credit incentivized transactions. He represents funds, investors, lenders, community development entities, and for-profit and not-for-profit project sponsors in complex transactions where capital stacks require enhancement through incentive financing, including Qualified Opportunity Zone incentives, state and federal new markets tax credits, affordable housing and low-income housing tax credits, historic rehabilitation tax credits, and renewable energy tax credits.

Lee focuses her practice on international tax planning for high-net-worth and global individuals and private companies. She represents clients on sophisticated matters, including structuring of inbound and outbound businesses and investments, wealth management structures, estate and succession planning (including domestic and foreign trusts), structuring of family offices, pre-immigration tax and expatriation planning, FATCA and CRS, and U.S. tax compliance in the cross-border context. Lee also represents taxpayers in audits and controversies with the Internal Revenue Service and with foreign tax authorities under Mutual Agreement Procedures.