Andrew Gradman is a tax lawyer in Los Angeles, California. He received his bachelor’s degree from Stanford University, his J.D. from Columbia Law School, and his LL.M. in Taxation and business certificate from NYU. His articles on opportunity zones have appeared in Tax Notes, the Bloomberg Real Estate Journal, Bloomberg Insights, California Tax Lawyer magazine, the Los Angeles Daily Journal and CEB publications. He will present his latest paper, "QOZ Planning When Penalties are a Certainty," as part of the D.C. Delegation sponsored by the Taxation Section of the California Lawyers Association.
Partner Snell & Wilmer LLP
Marc Schultz's practice is concentrated in federal, local and state taxation matters, and regularly advises clients with respect to mergers and acquisitions, joint ventures, formation of private investment funds, tax credit financing, and energy transactions. Schultz currently chairs Snell & Wilmer’s Tax Credit Finance Group, and founded and co-chairs the firm’s Renewable Energy Group and Opportunity Zones and Funds Industry Group. Schultz is a regular speaker and panelist on the subject of tax credit finance and the Opportunity Zone incentive, and has written numerous articles and has been quoted in numerous publications with respect to these subject areas. Schultz is currently representing investors, fund sponsors, and developers with respect to the opportunity zones incentive. Schultz was involved in the advising and drafting of a number of comment letters that were submitted to the U.S. Department of the Treasury and the Internal Revenue Service regarding the opportunity zones proposed regulations. Schultz was a panelist and/or speaker at the State of Delaware’s Opportunity Zone Summit hosted by the Biden Institute, the SkyBridge Alternatives Conference (SALT), the Opportunity Zone Conference hosted by the Commonwealth of Massachusetts, the State of Rhode Island’s Opportunity Zone Workshop, and numerous other national and statewide conferences. Schultz received a juris doctor from the Chicago-Kent College of Law, where he was elected to Order of the Coif, and received a Legal Masters in Taxation (LL.M.) from the New York University School of Law. He has also served as an adjunct professor, teaching taxation of business entities in the Graduate Program of Accountancy, at the University of Illinois-Chicago. Schultz also served on the board of directors for the Arizona Housing Finance Authority, as an appointment by Arizona Governor Doug Ducey.
Co-Founder and CEO Opportunity Funds Association
Before co-founding the Opportunity Funds Association, Shay Hawkins was the staff director for the Subcommittee on Energy, Natural Resources, and Infrastructure and the senior tax and economic policy advisor to Sen. Tim Scott, R-S.C., a Senate Finance Committee Member. Mr. Hawkins served as Senator Scott’s lead policy advisor throughout the 2017 Tax Cuts and Jobs Act (TCJA). During the legislative process, Mr. Hawkins was the driving force behind the opportunity zones provision working with House and Senate Conferees, the White House, and other key stakeholders to ensure its inclusion in the final package. Since enactment, Mr. Hawkins has worked with Treasury to develop implementing regulations for opportunity zones that will rapidly deploy capital into distressed urban and rural communities. Mr. Hawkins got his start on Capitol Hill as legislative fellow to Rep. Jim Renacci, R-Ohio, where he was part of a team of tax attorney’s that developed a comprehensive tax reform plan. Prior to coming to Capitol Hill, Mr. Hawkins spent five years as an investment banker at what is now Results International. While with Results International, Mr. Hawkins focused on sell-side mergers and acquisitions for firms in the technology, media and telecoms sector. A native of Cleveland Ohio, Mr. Hawkins started his career as a broker in the online division of what is now Credit Suisse. He earned his undergraduate degree in economics from The Ohio State University, his MBA from Columbia Business School as a Credit Suisse First Boston Fellow, and his JD from the Moritz College of Law at OSU.
Senior Policy Advisor for Tax and Trade Office of Senator Tim Scott
Managing Director National Equity Fund
Karen Przypyszny currently serves as National Equity Fund’s managing director of special initiatives focusing on policy issues and expanding NEF’s reach in the emerging opportunity zones market as well as working on various special projects. Since joining NEF in 2000, Ms. Przypyszny has capitalized on her extensive career in community development first restructuring and streamlining NEF’s acquisition department and its procedures and more recently contributing to the growth of investment opportunities for NEF’s proprietary investors as SVP of proprietary fund markets. Ms. Przypyszny began her career as a project planner with the City of Chicago Department of Housing, followed by working as a housing development officer for the Illinois Housing Development Authority. While at Enterprise Social Investment Corporation, she was instrumental in assisting in the development of many state and local equity funds prior to moving to Banc One Community Development Corporation where she was the senior vice president of equity and lending.
Partner Steptoe & Johnson
Lisa Zarlenga is a partner at Steptoe & Johnson LLP in Washington, D.C., where her practice focuses on corporate transactional and planning matters as well as tax policy issues. She advises clients on structuring tax-free and taxable acquisitions and dispositions, tax-free spin-offs, and internal restructurings. She also helps clients advocate for and resolve tax policy issues before the U.S. Department of the Treasury and IRS involving proposed and pending regulations and other administrative guidance, and before Congress involving legislation. Zarlenga has combined her policy and transactional backgrounds to advise clients on certain specialized tax issues, such as qualified opportunity zones and blockchain and digital currency. With respect to qualified opportunity zones, Zarlenga has advised investors and funds on the intricate tax rules that govern the investments and structured those investments. She has also assisted clients during the legislative and rulemaking process, including preparing comment letters and meeting with policymakers. Zarlenga previously served as tax legislative counsel at the Department of Treasury, where she advised Treasury's assistant secretary for tax policy on a broad range of domestic tax policy issues. Zarlenga is also a co-author of the Bloomberg Tax Management Portfolio 598 on Investments in Qualified Opportunity Zones.
Thomas Boman is a partner in the St. Louis office of Novogradac. He joined the St. Louis office in 2013 as a tax partner. Before joining the company, he served as a senior vice president of tax for a private equity firm in St. Louis. He has more than 30 years of experience as a tax consultant to a variety of companies with a focus on pass-through entities. Mr. Boman has significant experience with the new markets tax credit at both the federal and state levels. He also worked for 17 years in public accounting, primarily with the Big Four firms. Mr. Boman participates in the partnership and LLC Committee of the American Bar Association and is a member of the American Bar Association, the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. He has juris doctor and master of business taxation degrees from the University of Minnesota. Mr. Boman served as an adjunct instructor at the law school at Washington University in St. Louis, where he taught federal partnership taxation for 16 years. He is licensed in Missouri as a certified public accountant.
Chief Financial Officer Cityview
Damian Gancman oversees the finance, accounting and reporting processes for Cityview. Prior to joining Cityview in 2005, Gancman was at PricewaterhouseCoopers in Los Angeles. He holds a master’s degree in real estate development from the University of Southern California and a dual bachelor’s degree in business administration and psychology from UC Berkeley.
Director of Policy and Coalitions Economic Innovation Group
Catherine Lyons serves as EIG's director of policy and coalitions. Prior to joining EIG, she was Southern California director for FWD.us, a bipartisan advocacy organization focused on immigration reform. Previous to that, she led the housing and community development policy work for the Bay Area Council in the San Francisco Bay Area. She served as an AmeriCorps member in New Orleans after graduating from the University of Southern California with a dual degree in print journalism and international relations. She received her master’s degree from Georgetown University's McCourt School of Public Policy, during which she interned at the D.C. Department of Small and Local Business Development and the U.S. Senate Committee on the Budget.
Partner Kutak Rock
Judd Larson represents banks, investment funds, community development entities, private/public business and private equity in a range of complex commercial transactions through the use of new markets tax credits, investment tax credits, historic tax credits and opportunity zones (OZs). He has worked in the OZ space since its inception, closing numerous OZ transactions in a range of industries, including, together with Novogradac, a first in the country redevelopment in Cincinnati, Ohio, using 14 distinct financing sources, which included multiple OZ investments to develop commercial and residential properties.
Partner Dunn Carney
Coni Rathbone is a partner at the Portland, Oregon, law firm of Dunn Carney LLP (DC) and is licensed in Oregon and Idaho. Ms. Rathbone manages DC’s growing Idaho practice. Ms. Rathbone has practiced for 33 years: 20 years at Davis Wright Tremaine; 10 years at her own firm; and 3 years with Dunn Carney. Ms. Rathbone is a remarkable negotiator and deal-maker, bringing together seven years of management and financing experience prior to law school. Ms. Rathbone uses her negotiation skills to accomplish her clients’ goals with a minimum of conflict. She focuses her deal-making skills in the areas of real estate, including real estate finance and real estate securities, opportunity zones, tenant-in-common (TIC) workouts, entity structuring, and general business transactions. She leads Dunn Carney’s opportunity zones practice and is a member of Dunn Carney’s real estate and business teams. Ms. Rathbone helps her clients purchase, develop and sell commercial property, navigate securities transactions including private placements of securities, and invest in and develop qualified opportunity zones and qualified opportunity funds. Among her clients is a Portland developer who Ms. Rathbone helped launch a $330 million qualified opportunity fund—one of the first and largest in the state. Ms. Rathbone is a prominent national teacher, presenter and writer about topics ranging from entity structuring, opportunity zones and negotiations. Ms. Rathbone regularly teaches to commercial real estate brokers, and she teaches negotiations at the PSU Center for Real Estate graduate programs. Ms. Rathbone is a real estate developer in addition to practicing law. She has completed several projects in Oregon, and is now focused on development in Idaho.
Partner Goodwin Law
Peter LaVigne is a partner in Goodwin’s financial industry and fintech practices. He advises clients involved in the distribution of securities as issuer or intermediary at every level, public and private, and his expertise includes broker-dealer and securities regulation. LaVigne advises banks, broker-dealers, investment advisers, private fund managers and crowdfunding and other financial technology platforms in navigating evolving regulatory and compliance matters. LaVigne is the past Chair of the Executive Committee of the New York State Bar Association Business Law Section and from 2013 to 2016 was chair of the Securities Regulation Committee of that Section. He was the founder and first chair of the American Bar Association Subcommittee on FINRA Corporate Financing Rules and remains a member of that subcommittee. LaVigne has recently been engaged in a pro bono project providing presentations to small business owners on making offerings under regulation crowdfunding.
Chief Administrative Officer and General Counsel. Urban Catalyst
Sean Raft currently serves as chief administrative officer and general counsel of Urban Catalyst, a multi-asset opportunity zones fund sponsor located in Silicon Valley. Raft is a seasoned professional with substantial experience in real estate, law, and securities, and provides senior fund management through supervision, analysis, and advice on company structure, compliance, finance, accounting, organizational and legal strategies, and oversight of relationships with the company’s outside third-party service providers specializing in those practice areas. Raft served in this capacity with our manager’s affiliate since the beginning of 2019 and, in 2020, was admitted as a member of The Opportunity Zones Working Group, which advises the U.S. Department of Treasury, Internal Revenue Service, the Community Development Financial Institutions (CDFI) Fund, members of Congress, and other federal and state agencies on best practices and practical applications for the opportunity zones incentive. Raft has served as portfolio manager of a real estate trust with approximately $150 million in assets where he directly managed business accounts and employees, supervised the management of hundreds of residential units, provided regular financial analysis, pursued investment opportunities, negotiated and drafted contracts and various other transactional documents, and litigated various matters as lead trial counsel on behalf of the company.
Senior Associate, Acquisitions & Capital Markets StarPoint Properties
Greg James is the head of Capital Markets of StarPoint Properties, a Beverly Hills-based real estate developer. In this capacity, he is responsible for raising all debt and equity for the company, launching new private investment vehicles, and managing investor relations. StarPoint is an active OZ investor, with more than $300 million in OZ development deals slated for commencement in 2022 and 2023. Prior to joining StarPoint, James was a director of finance at the Irvine Company, where he managed the company’s pipeline of capital requests and approvals. James earned his master’s degree from the UCLA Anderson School of Management with a focus on real estate finance.
Chief Financial Officer Pinnacle Partners
Sandi Heffernan is the chief financial officer of Pinnacle Partners where she leads all financial and accounting operations. Heffernan brings more than 25 years of corporate finance and accounting expertise to Pinnacle. She previously served as the vice president of Finance for American Life Inc., a real estate investment and property management company with more than $1 billion of EB-5 capital invested and 3.5 million square feet under management. Prior to that she worked as senior vice president, controller for Red Lion Hotels and has additional experience assisting startup companies to establish accounting systems, processes and controls. She is a Certified Public Accountant licensed in the states of Washington and Montana and a member of the AICPA and WSCPA.
John Sciarretti is a partner in the Dover, Ohio, office of Novogradac, where he specializes in the real estate finance, community development
and renewable energy industries. Mr. Sciarretti has extensive financial experience working with businesses, including more than 25 years in
public accounting and four years as an executive financial manager. Mr. Sciarretti specializes in the opportunity zones (OZ) incentive, the
historic rehabilitation tax credit (HTC), new markets tax credit (NMTC) and the renewable energy credit (RETC). He consults with tax credit
investors, syndicators, community development entities (CDEs), qualified opportunity funds
and developers on structuring and syndicating tax credits and other incentives. His experience
includes structuring complex financing for real estate developments and renewable energy
transactions, including using NMTCs, HTCs, RETCs and other federal, state and local tax credits
and incentives. Mr. Sciarretti has extensive experience in preparing financial forecasts for HTC, NMTC, OZ and RETC projects, as well as syndicated real estate investments. Mr. Sciarretti also provides a broad range of advisory services to CDEs and qualified opportunity funds, including
transaction structuring, development and implementation of internal compliance policies and
procedures, compliance review and reporting. He also advises clients on accounting, tax and
regulatory matters. Mr. Sciarretti also leads and coordinates the Novogradac Opportunity Zones Working Group, a membership organization that is highly regarded for the work it does addressing technical issues surrounding the opportunity zones incentive. He has published many articles, contributes content to the Novogradac Journal of Tax Credits and is a frequent speaker at industry events. Mr. Sciarretti earned a bachelor’s degree in finance and accounting from the University of Dayton and a master’s degree in taxation from the University of Akron. He is licensed as a certified public accountant in Ohio.
Regional VP of Director of Business Development JTC Americas
With more than 20 years’ experience within financial services, Coleen Danaher has worked with brokers’ accountants, lawyers, and consultants, developing key relationships with many large players in the industry, especially within financial institutions and the real estate market. She is highly skilled in handling complex financial transactions and making them simplified and scalable. Authoring several articles and blogs, Coleen is also a frequent presenter at events across the United States. In her role, Danaher specializes in opportunity zones, private equity, 1031 tax-deferred exchanges and EB-5 transactions. Prior to JTC, Danaher worked as vice president at Cole Taylor Bank in the U.S. with expertise in 1031 tax-deferred exchanges.
Managing Partner Novogradac
Michael Novogradac is the managing partner of Novogradac. He has more than 30 years of experience specializing in affordable housing, community development, historic preservation and renewable energy. Mr. Novogradac’s focus is in real estate taxation and accounting. He is the author of numerous real estate-related tax and accounting articles and books, including the New Markets Tax Credit Handbook, the Opportunity Zones Handbook and the Low-Income Housing Tax Credit Handbook. A frequent speaker at tax credit conferences and forums throughout the country, Mr. Novogradac is very active in advocating for the inclusion of affordable housing, historic, new markets and renewable energy tax credits in federal and state policy and broadcasts a weekly podcast that focuses on tax credit issues. In addition, he serves as advisor on industry and governmental affairs for the NMTC Working Group, LIHTC Working Group and the Opportunity Zones Working Group. Mr. Novogradac also serves on the executive committee of the Housing Advisory Group and the boards of directors of the Affordable Housing Tax Credit Coalition, the National Housing Conference, the NMTC Coalition and Historic Tax Credit Coalition, as well as being an original member of the National Multifamily Housing Council’s Affordable Housing Committee. In 2016, Mr. Novogradac was inducted into the Affordable Housing Hall of Fame. He also received The Affordable Housing Visionary Award from The NHP Foundation in 2018, in recognition of his contributions to the affordable housing community. Mr. Novogradac graduated from the University of California, Los Angeles, with a bachelor’s degree in economics. He received an MBA from the University of California, Berkeley. He is licensed in California, Oregon, Maryland and Texas as a certified public accountant. You can follow Michael on twitter @novogradac and his blog at www.novoco.com/blog.
President Javelin 19 Investments
Jill Homan is president of Javelin 19 Investments, a real estate development, investment and advisory firm focused on the opportunity zones (OZ) incentive. She has more than 15 years' experience in real estate development, totaling almost $500 million in capitalization. Ms. Homan is co-developing a $52 million multifamily OZ project and has successfully raised and closed OZ capital. She has applied her knowledge of emerging communities and expertise in policy and real estate to advise investors and family offices on the OZ incentive. She is a featured panelist on numerous OZ incentives and has testified at the both IRS OZ hearings. Ms. Homan has extensive political and policy experience, having worked on Capitol Hill as legislative assistant and press secretary. She has held elective office and senior political party leadership positions. She earned MBA and MPP degrees from Duke University, focusing on finance and authoring a thesis on urban revitalization.
Tax Counsel House Ways and Means Committee Select Revenue Measures Subcommittee
Partner, Capital Markets SHIFT
Nancy Gephart is a partner and leads the capital markets team at Shift Capital, a social impact real estate developer based in Philadelphia. Shift owns roughly 2 million square feet of real estate throughout the Mid-Atlantic, and Gephart is responsible for capitalizing these assets and creating financial and strategic roadmaps for future growth. Prior to joining Shift, she worked at Capital Impact Partners, a Community Development Financial Institution (CDFI) lending to healthcare, education, healthy food, and mixed-use projects nationwide. She deployed more than $100 million to impactful real estate projects and led CIP’s healthy food and DC housing strategies. She has also previously worked for the Michigan Social Venture Fund, a mission-driven venture capital fund, and a public-private partnership with the World Wildlife Fund in Lao PDR. Gephart received her bachelor’s degree from Williams College and MBA and MS from the Ross School of Business at the University of Michigan. She is currently a board member of the DC Coalition for the Homeless, a transitional and supportive housing provider with 9 locations across DC.
Founder & CEO Opportunity Zone Consultants
Ashley Tison is co-founder of OZPros.com, a consulting firm that can help you form your own qualified opportunity fund and qualified opportunity zone business. At OZ Pros, we provide real estate developers, entrepreneurs and community stakeholders with a simplified process for learning about and executing opportunity zones (OZ) strategies, so you can put OZ capital to work in the communities that need it most. Prior to OZ Pros, Mr. Tison practiced law, handling real estate acquisition and development across numerous asset classes, and representing fund managers operating in the private equity space. He has also conducted numerous M&A and roll-up transactions both as a lawyer and as an intermediary/consultant. Mr. Tison previously served as in-house counsel to a commercial real estate developer and tenant-in-common syndication manager, where he oversaw the successful raise and deployment of numerous opportunity funds. Mr. Tison graduated from the University of North Carolina at Charlotte and from the University of North Carolina at Chapel Hill School of Law.
Co-Founder and Managing Director Mercatus Partners
Christopher Russell is co-founder and managing director of Mercatus Partners LLC. During Russell’s career in the institutional real estate industry, he has acquired or developed more than $2.5 billion in assets. As senior analyst of acquisitions and development with Pacific Life Insurance Company, he played an instrumental role in scaling the Fortune 300 life insurance company’s equity real estate portfolio from $450 million to $3.5 billion. Russell also held a voting position in Pacific Life’s Equity and Alternative Investments Transaction Vetting group. Prior to Pacific Life, Russell served as managing director of acquisitions and Capital Markets for RedHill Realty Investors, a value-add multifamily sponsor located in San Diego, California. While with RedHill, Russell help the company source, negotiate, and manage programmatic joint ventures with PIMCO, Assurant (#315 in Fortune 500), and several other prominent financial institutions.
Justin Chubb Lurya
Justin Chubb Lurya is a manager in the Long Beach, Calif., office of Novogradac. He specializes in community development and affordable housing, including the low-income housing tax credit (LIHTC), new markets tax credit (NMTC), historic rehabilitation tax credit (HTC), nonprofit organizations, and opportunity zones (OZ) industries. Mr. Chubb Lurya also has experience with the auditing requirements of HUD, OMB Uniform Guidance, CalHFA, and HCD. In addition to providing traditional audit and tax services, he provides various consulting and forecasting services, and has worked extensively on structuring LIHTC, NMTC, HTC, and OZ transactions. Mr. Chubb Lurya graduated from the University of California, Berkeley, with a bachelor’s degree in economics. He is licensed in California as a certified public accountant.
Jeremy Keele is managing partner and co-founder of Catalyst Capital Partners, a pioneering impact investing platform focused on transformative community investment into low-income communities across the United States. Prior to Catalyst, Mr. Keele was the president and CEO of the Sorenson Impact Center at the University of Utah, whose mission is to marshal capital for social good, empower evidence-based programs and policies, break down silos across sectors, and equip the next generation of leaders with social purpose. Mr. Keele’s impact advisory work is dedicated to advising stakeholders from philanthropy, government, investment, and nonprofits on innovative and data-driven approaches to solving difficult social problems in their communities. Under Mr. Keele’s leadership, the Sorenson Impact Center grew from two employees in 2014 to 35 in 2017, with an additional 50 graduate and undergraduate student fellows working on live projects and investments around the world every year. Mr. Keele was senior advisor to Salt Lake County Mayor Ben McAdams from 2012 to 2014. During his time in government, Mr. Keele advised the Mayor on his key policy initiatives, including social policy, transportation, homelessness, criminal justice, health, culture and the arts, and economic development. While working with Mayor McAdams, Mr. Keele negotiated and oversaw Salt Lake County’s involvement in the world’s first ever social impact bond focused on measurably improving outcomes for low-income children in the community.
Don Sabine is a principal in the Dover, Ohio, office of Novogradac. Mr. Sabine specializes in federal and state new markets tax credits (NMTCs), historic rehabilitation tax credits (HTCs) and the opportunity zones incentives. He consults with tax credit investors, syndicators, community development entities (CDEs) and developers on structuring, financing and syndicating tax credits. His experience includes structuring complex financing for real estate developments and renewable energy transactions, including using NMTCs, HTCs and other federal, state and local tax credits and incentives. Mr. Sabine has extensive experience in preparing financial forecasts for HTC, NMTC and opportunity zones projects, as well as syndicated real estate investments. He earned bachelor’s degrees in accounting and finance from Walsh University. He is licensed in Ohio as a certified public accountant.
Chief Revenue Officer and Managing Director NES Financial | JTC
Reid Thomas is the chief revenue officer and managing director of NES Financial | JTC. Mr. Thomas is responsible for overseeing the day-to-day operations of the Specialty Financial Administration business unit. To this role he brings decades of leadership experience in both public and private companies, primarily in high-growth Silicon Valley technology companies. Mr. Thomas has been instrumental in the rapid growth of the company's EB-5 and opportunity zones businesses, working to develop the purpose-built software solutions and dedicated client services teams, which have propelled the company into leadership positions in both industries. Mr. Thomas actively contributes to both the EB-5 and opportunity zones communities as a writer and as a speaker at events and conferences across the country. In 2018, he received IIUSA's "Industry Game Changer" award for his visionary work in the EB-5 space. In 2018, he received IIUSA's "Industry Game Changer" award for his visionary work in the EB-5 space, and was also named a Top 25 Opportunity Zones Influencer in 2020 by Opportunity Zone Magazine.
CEO Cap Zone Impact Investments
Throughout his 39-year finance career, Al Puchala has been an advocate and practitioner for positive social impact investing at scale. As CEO of CapZone, Puchala combines his expertise and experience to develop a new asset class, opportunity zones, to connect profits to purpose nationally. Previously, as an investment banker, private equity investor, strategic financial advisor and creator of market based government related partnership initiatives, he has invested and advised domestic and international parties on complex strategic financial assignments, including corporate mergers, acquisitions and restructurings; loan portfolio monitoring, infrastructure finance, securitization and credit portfolio risk management. Recently, Puchala served as CEO of Capitol Peak Asset Management, and prior to that, managing director for Moelis & Company in New York, overseeing public sector initiatives. He was co-founder and managing director of Signal Equity Partners, and spent his early career at Lazard Freres and Morgan Stanley. Puchala holds a bachelor’s degree from Yale University, a juris doctor From Georgetown University, a master’s degree in economics from New York University and is a member of the New York Bar.
CEO USG Realty Capital
Greg Genovese leads and manages all aspects of the company’s real estate securities operations, including USG’s opportunity zones platform and managing the best-in-class, Investors Choice OZ Fund LLC as CEO and manager. Throughout his 32 years in the real estate and securities industries, Genovese has held executive management and leadership roles for some of the country’s preeminent real estate securities firms, leading asset management for various alternative investment platforms, private placements, REITs, 1031 Exchange Programs, IPO offerings and opportunity zones funds. Genovese earned a bachelor’s degree in economics from California Polytechnic University, as well as advanced postgraduate degrees from both Claremont Graduate University and Stanford University. Genovese is a registered representative with the Financial Industry Regulatory Authority, holding Series 6, 7, 22 and 63 licenses and is an active member and contributor to National Association of Real Estate Investment Trusts), Alternative and Direct Investment Securities Association, Investment Program Association, as well as a life member of the Financial Planning Association. In addition, Genovese is a founding shareholder of Bay Commercial Bank headquartered in Walnut Creek, California, and Alpha Omega Winery in Napa, California, as well as a board member for the U.S. chapter of the international Right to Play organization and the Bay Area Sports Hall of Fame.
Partner Greenberg Glusker LLP
Michael Wiener is a partner in Greenberg Glusker’s Corporate, finance and securities practice group. He is an expert in structuring all types of tax-deferred Section 1031 exchange transactions, including forward exchanges, reverse exchanges, and build-to-suit exchanges. He has extensive experience structuring real estate dispositions by partnerships and limited liability companies where either the partners or members want to exchange separately or only some partners or members want to exchange while others want to sell for cash. Wiener also has deep expertise structuring real estate acquisitions where multiple purchasers are completing exchanges or where fresh cash is being invested alongside exchange proceeds. His expertise extends to California’s property tax and transfer tax rules. Wiener has substantial experience structuring joint ventures and both negotiating and drafting complex distribution and tax allocation provisions in partnership agreements and limited liability company operating agreements. Wiener also has experience drafting the non-tax portions of joint venture agreements, such as management provisions and transfer restrictions. He also often provides tax advice in connection with M&A transactions. Since the passage of the Tax Cuts and Jobs Act of 2017, Wiener has become an expert on the qualified opportunity zones statute and related treasury regulations. Wiener has structured numerous investments in qualified opportunity zones, has both published and spoken on the topic, and has advised investors, qualified opportunity funds and qualified opportunity zone businesses on compliance issues. Wiener’s experience ranges from working with closely held funds to advising on widely syndicated offerings.
Miao Xue is a partner in the San Francisco office of Novogradac. She
joined the company as a staff accountant in 2004. After leaving briefly
for a position at a Big Four firm, she returned in 2009 as a manager. Ms.
Xue has broad experience in tax compliance. She also provides extensive
financial modeling and consulting services to members of the LIHTC,
RETC, HTC, NMTC and commercial real estate industries. She is known
for her strong technical skills in complicated partnership transactions
in real estate and renewable energy areas. Ms. Xue received a master’s
degree in accounting from San Francisco State University and is licensed in California as a
certified public accountant.
Kevin Wilson is a partner in the Walnut Creek, Calif., office of Novogradac, where he provides audit, tax and consulting services. Mr. Wilson joined Novogradac in 2002 and became a partner in 2014. He works with a variety of nonprofit organizations, affordable housing developers, syndicators, corporations and investment funds. He advises clients on a wide variety of financial accounting and income tax issues, including affordable housing finance, financial projections and investor exit strategies. Mr. Wilson has a wide range of experience with low-income housing tax credit, new markets tax credit, renewable energy tax credit transactions and opportunity zones. He has considerable experience with U.S. Department of Housing and Urban Development auditing procedures. He received his bachelor’s degree in business economics with an accounting emphasis from the University of California, Santa Barbara, and is licensed in California as a certified public accountant.
Brent Parker is a partner in the Long Beach, Calif., office of Novogradac. Mr. Parker is experienced in affordable housing and community development, nonprofit organizations and public housing authorities, historic rehabilitation, and renewable energy, with a particular focus on the low-income housing tax credit, investments in qualified opportunity funds, renewable energy tax credit, new markets tax credit and historic tax credit industries. In addition to providing various consulting and forecasting services, Mr. Parker leads extensive tax planning and tax return preparation engagements for a wide variety of clientele and works extensively on financial statement audits, reviews and agreed-upon procedures engagements. In response to growing demand, Mr. Parker has become a frequent presenter on opportunity zones panels and workshops in several states. He is also a contributor to the Novogradac Journal of Tax Credits and leads professional development training efforts on various complex taxation concepts. Mr. Parker received a bachelor’s degree in accounting from the University of Southern California and is a certified public accountant in the State of California.