Deals in the Land of OZ Webinar Series

April 24, 2025 | Webinar | What the White House Is Considering for OZ 2.0
July 2, 2025 | Webinar | 2025 Budget Reconciliation Bill and the Next Frontier

About the Webinar Series

Opportunity zones continue to offer a unique path of investment by presenting tax benefits to projects in designated low-income communities and adjacent areas. This webinar series discusses the impact on investments and real estate, lessons learned, and strategies and solutions going forward.

Webinar Replays

Past Sessions

July 2, 2025 | 2025 Budget Reconciliation Bill and the Next Frontier

About the Program 

The opportunity zones tax incentive program began back in 2018. Under the now well-established framework, countless deals have closed and investors have learned multiple lessons along the way. Although the yellow-brick road to utilizing this program has been traversed by many, there are still hazards and potholes that even the most intrepid traveler must prepare for. The 2025 budget reconciliation bill pending in Congress is expected to have changes in store for the opportunity zones program, but variations in the House version versus the Senate version make the outlook complicated. Join us to discuss what this will mean for deals going forward.

Moderator

Brad A. Molotsky, Partner and ESG Initiative Head, Duane Morris LLP

Speakers

Emily Lavery, Senior Vice President, Fulcrum Public Affairs LLC

Catherine Lyons, Director of Policy, Economic Innovation Group

Joe Scalio, Senior Lead Tax Partner, KPMG

April 24, 2025 | What the White House Is Considering for OZ 2.0

About the Program

With the new administration and Republican legislative control, changes can be expected that may reinvigorate the program. Join us for discussion of what to watch out for and what not to do along your journey.

Moderator

Brad A. Molotsky, Real Estate Partner and Co-head, Opportunity Zones Group, Duane Morris LLP

Speakers

Jill Homan, President, Javelin 19

Emily Lavery, Senior Vice President, Fulcrum Public Affairs LLC

Jimmy Atkinson, Founder and CEO, OpportunityZones.com

Joe Scalio, Senior Lead Tax Partner, KPMG

About Duane Morris

Duane Morris LLP, a law firm with more than 900 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today’s legal and business challenges. Duane Morris has been recognized by BTI Consulting as both a client service leader and a highly recommended law firm.

Duane Morris oversees all types of tax-driven real estate investments, including structuring opportunity zone investments and matching them with historic rehabilitation tax credits and federal and state low-income housing tax credits (NMTC and LIHTC). Our lawyers have helped guide the early phases of this emerging investment class. We know how to help clients analyze and implement the opportunity zone program. Our cross-practice team of corporate, real estate, finance, tax, private equity, family office, investment management and renewable energy lawyers collaborate to advise and provide full-service guidance to clients. We have closed more than 100 transactions to date representing developers, owners and investors.