Leveraging Opportunity Zones & Investing in Asbury Park

Cowerks at the Lakehouse

The Tax Cuts and Jobs Act of 2017 introduced new provisions allowing temporary deferral from inclusion in gross income for capital gains reinvested in a Qualified Opportunity Fund.  The new provisions also allow permanent exclusion of capital gains from the sale or exchange of an investment in a Qualified Opportunity Fund so long as certain holding period requirements are met.  The presentation will highlight these new provisions and discuss currently available IRS guidance on Qualified Opportunity Zones.

Your ticket also includes a day of Coworking and lunch from a local restaurant!


– Lunch will be served promptly at noon.

– At 1pm, we will break into the conference room for an informal presentation.

– After the presentation, Brian will be available in the afternoon to consult with you one-on-one.


This is a FREE event!

REGISTER HERE: https://www.eventbrite.com/e/lunch-and-learn-with-withum-tickets-49713862501

Speaker Bio:


Brian is a tax partner based in Withum’s East Brunswick office and is a certified public accountant in the states of New Jersey and Pennsylvania. He has extensive experience serving the tax needs of both public companies and closely-held businesses, including all aspects of tax compliance for partnerships and corporations. Brian advises clients with regard to the structure and tax consequences of new business ventures, and assists with restructuring existing businesses for increased tax efficiency. Prior to joining Withum, he was with a “Big 4” accounting firm, working closely with large, multinational real estate investment companies.

A graduate of The College of New Jersey with a BS degree in accounting, Brian also received his juris doctorate from Rutgers University School of Law. He is licensed to practice law in the state of New Jersey. Brian is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants, (NJSCPA), the American Bar Association, the Mercer County Bar Association and the American Association of Attorney-Certified Public Accountants (AAA-CPA).

Active in his community, Brian serves on the board of directors of Big Brothers/Big Sisters of Mercer County and the Lawrence Township Education Foundation. He resides in Mercer County, NJ.

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