Join The Daily Reporter, Wisconsin’s construction and development authority since 1897, for an informative roundtable discussion on Opportunity Zones across Wisconsin. There are about 120 qualified opportunity zones in Wisconsin. Learn from experts what’s being done locally, and what the building and design industries need to know to capitalize and make money working with opportunity zones.
Brenda Graat, CPA, MBA
Brenda Graat is a senior manager with Baker Tilly’s construction and real estate team. She has been with the firm since 2002 and specializes in tax planning and compliance for high net worth individuals and closely held businesses. Brenda performs high-level tax research for the firm, and reviews clients’ existing tax structures and practices and provides suggestions for improvement. She also assists clients with tax compliance and calculations involved with sales of property and like-kind exchanges. Brenda keeps up to date on Treasury Department guidance and regulations to help clients understand the complexities of tax reform, stay informed and be compliant. In particular, she is experienced with the Opportunity Zones program and helps clients to invest gains in or leverage the program for a business or project benefiting low-income communities.
Rebecca Mitich is a partner in Husch Blackwell’s Milwaukee office. She represents operating companies, investors, developers and lenders in a broad range of real estate and financial transactions. She has significant experience in tax-advantaged real estate development work, as she guides clients through complex New Markets Tax Credit transactions and counsels them in the emerging field of Opportunity Zones.
Wisconsin Housing & Economic Development Authority
Farshad Maltes is the director of business development at WHEDA. He has given numerous talks on opportunity zones and is responsible for finding new business opportunities in housing and economic development. For 20 years, he has overseen WHEDA’s allocations of $575 million in New Markets Tax Credits through its two Community Development Entities — the Wisconsin Community Development Legacy Fund and the Greater Wisconsin Opportunities Fund. Maltes also was a finance instructor at the University of Wisconsin-Platteville and Lakeland College.