Wipfli Upcoming Events

Events to help grow your organization

Qualified Opportunity Zone Panel

11/5/2019 08:30 AM - 10:30 AM (CT)

Type: In Person Event

Industry: Construction and Real Estate

Service: Tax

Seats Remaining: 89

Event Contact:

Name: Joseph Kojis

Phone: 414.290.8074


Event Location:

The Standard Club

320 S Plymouth Ct

Chicago, Illinois 60604

Are You Sitting on Unrealized Capital Gains?

With over 50 million people living in economically distressed areas, the purpose of an opportunity zone is to connect low-income communities with capital investments to promote economic growth. As an investor, you can take realized capital gains and reinvest them into qualified opportunity funds (QOFs) — gaining access to three big benefits:

  • Tax Deferral
  • Step-Up Benefits
  • No Capital Gain Tax on Appreciation

Join us on Tuesday, November 5 for a panel discussion on qualified opportunity zones. You'll get input from the accounting and legal sides, as well as hear about the experiences a fund manager had when setting up a qualified opportunity fund.

Stick around after the panel for a time of networking with fellow attendees.

Cost: Free

Chad Buttell

          Chad Buttell is a partner in the Corporate, Finance, Securities and Tax Law Practice Groups at PFS Ltd. He represents businesses, entrepreneurs and high-net worth individuals in a variety of business transactions and commercial matters, including business start-ups, mergers and acquisitions, reorganizations, joint ventures, federal and state securities law matters (including private offerings of debt and equity securities), lending and financing transactions, federal income and transfer tax and other general commercial matters. Mr. Buttell also represents private equity and hedge fund sponsors and investors in connection with fund formations, securities offerings, investment decisions and tax, securities law and other regulatory and legal issues. In addition, he has significant experience representing real estate syndicators and investors.


Sean Lyons, Partner

 Sean - Jackson Dearborn Partners.           Sean is a Partner and Co-Founder of Jackson Dearborn Partners. His primary areas of focus include fundraising, investor relations, and marketing. Sean has over 20 years of experience including the last 16 as a real estate broker and principal participating in well over $1 billion in real estate transactions. Following a successful career in sales, Sean started his real estate career with Marcus & Millichap in 2003, eventually founding his own brokerage company, Triad Real Estate Partners, in 2010 with partners Shaun Buss and Ryan Tobias. Moving to the principal side, Sean went on to found JDP where he utilizes creative marketing and an extensive network to build a portfolio of real estate and relationships.


Joshua Graham
Josh A. Graham, CPA
Senior Manager
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Event Location:

The Standard Club

320 S Plymouth Ct

Chicago, Illinois 60604