Expert Information

First name

Last name

Organization

Title

Email address

Phone number

Website

What is your profession?

Lawyer
Accountant
Broker-dealer
Consultant
Other (Please specify)

Please specify other profession.

What legal services do you or your firm provide?

Legal advice about setting up Opportunity Funds
Legal advice about investing in Opportunity Funds
Legal advice for fund sponsors concerning Opportunity Zone investments
Legal advice for property owners or developers considering taking Opportunity Fund financing for a sale or project
Other legal advice related to Opportunity Zones or Funds (Please specify)

Please specify other legal advice.

What accounting services do you or your firm provide?

Accounting advice about setting up Opportunity Funds
Accounting advice about investing in Opportunity Funds
Accounting advice for fund sponsors concerning Opportunity Zone investments
Accounting advice for property owners or developers considering taking Opportunity Fund financing for a sale or project
Other accounting advice related to Opportunity Zones or Funds (Please specify)

Please specify other accounting advice.

What type of consulting do you or your firm provide regarding Opportunity Zones and Opportunity Funds?

Fundraising assistance for fund sponsors
Finding deals for fund sponsors
Helping property owners or developers find opportunity fund financing/purchasers
Other (Please specify)

Please specify other consulting.

What services do you or your firm provide related to Opportunity Zones or Opportunity Funds, and to what types of clients?

What areas of expertise do you, personally, have?

Opportunity Fund investing in operating businesses
Opportunity Fund investing on tribal land
Opportunity Fund investing in social utility projects
Opportunity Fund fundraising/marketing
Opportunity Zone project development—undeveloped land
Opportunity Zone project development—rehab project
Opportunity Zone economic development

If you would like to include additional resources or assets, please upload here.

Are you filling this form out on behalf of someone else?

Yes
No