Opportunity Zones - Page Title



Featured Thought Leader

Brad Werner, CPA, MBA

Brad Werner is the Chicago market construction and real estate practice leader and an audit partner whose primary focus is on attest and accounting services. Working closely with members of management to improve their overall operations, he provides value to clients by offering broad experience in many industries and aspects of accounting and financial reporting. Brad ensures efficiency through solid planning and organizational skills in coordinating all aspects of each engagement. He effectively communicates complex accounting issues and solutions to his clients, enhancing overall retention.

James D. Lockhart, JD, LLM

Jim has nearly 20 years of experience dedicated to providing extraordinary, proactive advice to help construction and real estate organizations succeed and grow. He serves a full range of construction, real estate, and hospitality organizations, specializing in investment and development due diligence, financing, tax and business structuring, construction services, and exit strategies.

Josh A. Graham, CPA

Josh Graham is an experienced senior manager in the firm’s tax practice. He is a tax leader of the Chicago market’s construction and real estate and private equity practices. Josh has spent the majority of his career focusing on the taxation of flow-through entities and also has significant corporate, multistate and international tax experience.

Dannielle Lewis, CPA

Dannielle Lewis is a senior manager in the tax practice, focused on serving clients in the construction and real estate industry. She advises clients on complex tax transactions involving partnership interest exchanges or business sales.

Opportunity Zones - Construction and Real Estate