Opportunity zone program expands with OBBBA (opens in new tab)
Publication: Accounting Today
Dannielle Lewis, CPA
Partner, Wipfli Advisory LLC
- Location
- Minneapolis, MN
- Contact
- +1 952 548 3334
- dlewis@wipfli.com
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She leads Wipfli's team of Qualified Opportunity Zone specialists and is a frequent speaker on this topic. She also advises clients on complex tax transactions involving partnership interest exchanges or business sales. Dannielle stays up to date on the ever-changing tax laws and recognizes opportunities for new and potential clients to help save and structure their funds. She leverages her proactive planning and advising to ensure clients reach their goals and are successful.
- Complex tax compliance and strategic planning
- Pass-through and individual taxation
- Business income tax planning, compliance, and structure guidance
- Opportunity zone structure and technical guidance
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Society of Certified Public Accountants (MNCPA) - Member
- Minnesota Real Estate Journal (MREJ) - Panelist and active participant
University of Minnesota
- Master of business taxation degree
- Bachelor of arts degree in English
- Bachelor of science degree in accounting
Latest case studies, resources, and insights
ARTICLE | ARCHITECTURAL & ENGINEERING FIRMS
Opportunity Zone updates: New proposed regulations clarify transition rules
Opportunity zone updates can affect your investment strategy. Learn what IRS Notice 2026-40 means for your investments and how to prepare for upcoming changes.
ARTICLE | REAL ESTATE
How to evaluate 2026 Opportunity Zone tax benefits
Discover how Opportunity Zone tax benefits have changed for 2026, including rolling capital gains deferral, updated rules and long-term investment opportunities.
ARTICLE | REAL ESTATE
A key Opportunity Zone tax date arrives on December 31, 2026. Here’s how you can avoid overpaying.
On December 31, 2026, certain deferred gains from Opportunity Zone investments become taxable. What can you do to prepare and even reduce your tax exposure?
