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Event Details

Tuesday, April 23, 2019
08:30 AM - 10:00 AM

Scott's Seafood Restaurant
1333 North California Boulevard
Contra Costa Room
Walnut Creek , CA 94596 View map

Questions?Contact: Amanda Vergara avergara@rina.com
(925) 627-2829

Register Now

Qualified Opportunity Zone Funds

An Intriguing Niche Tax Advantage Investment Program

The Tax Cut and Jobs Act of 2018 contains provisions for reduction of capital gains where qualifying funds are invested for long term in qualifying investments in qualifying areas. Steve Wilson and Mike Jakimzak will provide insights about legislation and compliance issues, how investors qualify for the program and the opportunity for gain deferral and potential exclusion from future taxation. 

Our Moderator:

Timothy (Tim) M. Tikalsky has over 35 years of experience in public accounting and is the head of RINA's Real Estate Practice Group. Tim specializes in tax planning, compliance and consulting for medium-sized to large closely-held companies, partnerships and fiduciaries. He has extensive experience in handling engagements with multi-state and complex real estate transactions. Tim is a frequent speaker at professional and industry events such as the International Council of Shopping Centers' (ICSC) Annual Law Conference, the Alameda County Bar Association (ACBA) and RINA's Real Estate Advice Series.

Our Speakers:

Steve Wilson has 45 years of continuous experience in transactional real estate law and related business issues. He also has substantial experience in corporate and general business law.  He has held the esteemed Martindale-Hubbell "AV" ("preeminent") peer designation for many years. Much of his current professional focus is on complex, value-added urban mixed-use projects and joint ventures, with recent focus on project planning in Qualified Opportunity Zones.  Other significant capabilities include real estate tax issues, entity formation/asset management for portfolio owners, restructuring and securitization of holdings, entitlement work, purchases and sales, commercial leasing and title matters. Many clients are offshore investors who benefit greatly from his guidance. Steve has been an expert witness in two recent, significant jury trials involving real estate issues.

Mike Jakimzak is a Partner in Squar Milner's Tax Services Department, a member of their Real Estate Group and the firm's Hospitality Practice. Mike has over 12 years of tax and accounting experience having spent 7 years at Squar Milner and 2 years at RPR Partners. In addition, he spent two years in the corporate tax department of a large publicly traded defense contractor. While with Squar Milner and RPR Partners, Mike has focused most of his efforts serving clients in the real estate and hospitality industries, including providing tax compliance and consulting work for real estate developers, property management companies, homebuilders, contractors, construction equipment rentals, real estate funds, country clubs, restaurants, hotels and timeshares.

Agenda:

8:30 a.m. - Registration, Networking & Continental Breakfast
9:00 a.m. - Presentation with Q & A

This is a complimentary seminar so please be mindful to let us know if you RSVP and cannot attend. Your cooperation is greatly appreciated.

The Real Estate Advice Series has hosted workshops for thousands of investment real estate professionals and investors since 2009. This complimentary program is made possible by: