Steven R.Meier
Partner
Tax
smeier@seyfarth.com
![](https://www.seyfarth.com/a/web/13157/3G9EUR/005606_meier_steven_bio.jpg)
Steve's work is guided by the principles of creativity, practicality, and tax efficiency.
More About Steve
Steve is a tax and business lawyer with broad experience in designing and implementing M&A and real estate capital markets transactions. Clients appreciate his cutting-edge knowledge of the tax law and his ability to apply it in a grounded, common-sense manner to real estate and corporate transactions.
Steve chairs Seyfarth's Corporate department and is co-chair of our national Tax practice. He is highly skilled in developing real estate and alternative investment programs of all types, including Qualified Opportunity Funds, REITs, investment funds, and complex like-kind exchange programs (such as Delaware Statutory Trust investment programs). Steve serves as general tax counsel to numerous businesses and entrepreneurs, and advises them on domestic and cross-border M&A transactions, equity compensation and related matters, and dispositions to strategic and financial acquirers. Clients praise Steve for his combination of sophisticated tax knowledge and understanding of their businesses.
Steve is recognized as a thought leader in tax structuring of investment programs for the capital markets industry. He has been recognized by The Legal 500 (Legalese Ltd.) (2014-2021) for his tax practice, and is a frequent speaker on tax and business issues in Qualified Opportunity Funds, real estate investment programs, and M&A transactions.
Steve lives in the Wicker Park neighborhood of Chicago with his wife, two children, and three dogs.
Steve chairs Seyfarth's Corporate department and is co-chair of our national Tax practice. He is highly skilled in developing real estate and alternative investment programs of all types, including Qualified Opportunity Funds, REITs, investment funds, and complex like-kind exchange programs (such as Delaware Statutory Trust investment programs). Steve serves as general tax counsel to numerous businesses and entrepreneurs, and advises them on domestic and cross-border M&A transactions, equity compensation and related matters, and dispositions to strategic and financial acquirers. Clients praise Steve for his combination of sophisticated tax knowledge and understanding of their businesses.
Steve is recognized as a thought leader in tax structuring of investment programs for the capital markets industry. He has been recognized by The Legal 500 (Legalese Ltd.) (2014-2021) for his tax practice, and is a frequent speaker on tax and business issues in Qualified Opportunity Funds, real estate investment programs, and M&A transactions.
Steve lives in the Wicker Park neighborhood of Chicago with his wife, two children, and three dogs.
- JD, Columbia University Law School
Harlan Fiske Stone Scholar, all years
- AM, Harvard University
- BA, University of Wisconsin
- Illinois
- New York
- US Tax Court
Related Services
Related Key Industries
Related Trends
Related News & Insights
-
Firm News
08/15/2024
220 Seyfarth Attorneys Chosen as Leaders in Their Fields by Best Lawyers in America 2025
-
Speaking Engagement
Mar 13, 2024
Steven Meier to Speak at EisnerAmper's Webinar "A Panel Discussion with Delaware Statutory Trust Operators & Advisors"
-
Media Mentions
02/29/2024
Seyfarth Restructuring Team Featured in Law360 Pulse and American Lawyer Articles on Rise in Demand for Restructuring Lawyers
-
Attorney Publication
01/01/2024
Cameron Weil and Steven Meier Write on Delaware Statutory Trust Transactions in The Real Estate Finance Journal
- Listed in Best Lawyers in America (Woodward/White Inc.) for Real Estate Law (2022-2025)
- Recognized Attorney for Tax - Domestic Tax: Central; US Taxes - Non-Contentious by The Legal 500 (Legalese Ltd.) (2014–2024)
- Recognized Attorney for M&A/Corporate and Commercial - M&A - Middle-Market (US) by The Legal 500 (Legalese Ltd.) (2017-2018)
- American Bar Association
- Chicago Bar Association
- New York State Bar Association
- Real Estate Investment Securities Association
- Investment Program Association
- Real Estate Roundtable, Tax Policy Advisory Committee (TPAC) member, 2017
- Co-Author, "Delaware Statutory Trust Bridge Lending: Considerations for the Borrower, Senior Lender and Bridge Lender," The Real Estate Finance Journal (Winter 2023)
- Co-Author, "DST Bridge Lending - Considerations for the Borrower, Senior Lender, and Bridge Lender," Legal Update, Seyfarth Shaw LLP (July 18, 2023)
- Co-Author, "Relief at Last for Qualified Opportunity Zone Businesses with Pre-Pandemic Working Capital Safe Harbor Plans," Legal Update, Seyfarth Shaw LLP (April 15, 2021)
- Co-Author, "Questions Remain After Treasury Guidance Implementing President Trump’s Payroll Tax Deferral," Legal Update, Seyfarth Shaw LLP (August 31, 2020)
- Co-Author, "President Trump Signs Four Executive Orders Providing or Extending Coronavirus Relief," Legal Update, Seyfarth Shaw LLP (August 10, 2020)
- Co-Author, "US Department of Treasury Proposes Regulations Under Code Section 1031 That Provide Taxpayer-Friendly Guidance on Like-Kind Exchanges," Legal Update, Seyfarth Shaw LLP (June 17, 2020)
- Author, "IRS Provides Relief to Opportunity Zone Investment Programs," Legal Update, Seyfarth Shaw LLP (June 5, 2020)
- Co-Author, "An Electing Real Property Trade or Business can Revoke its Election on Account of the Change to Qualified Improvement Property Enacted by the CARES Act; Other Elections Relating to Business Interest Expense Limitation," Legal Update, Seyfarth Shaw LLP (April 14, 2020)
- Co-Author, "The IRS Extends Filing and Payment Obligations for Most Taxpayers and Performance of Certain Taxpayer Time-Sensitive Actions Until July 15, 2020, and Extends the Time for Performance of Certain Time-Sensitive IRS Actions by 30 Days," Legal Update, Seyfarth Shaw LLP (April 13, 2020)
- Co-Author, "The IRS Extends the 45-Day and 180-Day Deadlines for Section 1031 Exchanges Initiated Before March 13, 2020 and the Deadline to Reinvest Eligible Gains in a Qualified Opportunity Zone Fund Affected by COVID-19," Legal Update, Seyfarth Shaw LLP (April 10, 2020)
- Co-Author, "CARES Act Provides Tax Relief to Real Estate Businesses," Legal Update, Seyfarth Shaw LLP (March 31, 2020)
- Co-Author, "Final Regulations Clarify and Liberalize Many Rules Governing Qualified Opportunity Fund Formation and Operations," Legal Update, Seyfarth Shaw LLP (January 17, 2020)
- Co-Author, "Qualified Opportunity Zone Proposed Regulations Provide a Path Forward for Fund Formations, But Leave Many Questions for Another Day," Client Alert, Seyfarth Shaw LLP (October 25, 2018)
- Co-Author, "Tax Reform for REITs and Real Estate Businesses," Tax Reform Management Alert Series, Seyfarth Shaw LLP (December 19, 2017)
- Co-Author, "Washington’s Current Musings and Their Effect on Real Estate Investing," PREA Quarterly (February 27, 2017)
- Co-Author, “10 Key Ways the Trump Administration May Impact The Way You Do Business in 2017,” Presidential Pulse, Seyfarth Shaw LLP (December 12, 2016)
- Co-Author, “One Step Back, One Step Forward: New Debt-Equity Regulations Narrow Their Focus on Earnings Stripping,” Client Alert, Seyfarth Shaw LLP (November, 3, 2016)
- Co-Author, "There is life after death...of the Bottom-Dollar Guarantee," Client Alert, Seyfarth Shaw LLP (October 14, 2016)
- Co-Author, "Georgia’s Restrictive Covenants Act Turns Five Years Old: Assessing the Impact of Georgia’s Law Five Years On," Trading Secrets Blog, Seyfarth Shaw LLP (May 12, 2016)
- Co-Author, "New Tax Law Includes Numerous Changes to REIT and FIRPTA Rules," Legal Update, Seyfarth Shaw LLP (December 22, 2015)
- Co-Author, "Proposed Treasury Regulations Offer Guidance on Disguised Payments for Services," Management Alert, Seyfarth Shaw LLP (July 27, 2015)
- Co-Author, “DSTs Borrowers: Financing Issues with Delaware Statutory Trusts Designed to Qualify as Replacement Property for Section 1031 Exchanges,” Property Lines: A Publication of Seyfarth Shaw LLP’s Real Estate Department, Seyfarth Shaw LLP (June 16, 2014)
- Co-Author, "Proposed Treasury Regulations Modify Debt Allocation and Disguised Sales Rules (Eliminating the Use of “Bottom-Dollar” Guarantees)," One Minute Memo, Seyfarth Shaw LLP (February 12, 2014)
- Co-Author, "New Accredited Investor Rules Impact Real Estate Securities Offerings," One Minute Memo, Seyfarth Shaw LLP (December 17, 2013)
- Co-Author, "Proposed FIRPTA Changes Could Facilitate Greater Non-U.S. Equity Investment in U.S. Real Estate," One Minute Memo, Seyfarth Shaw LLP (October 28, 2013)
- “TIC 2.0: DSTs are the Future of 1031 Real Estate Investing,” Commercial Investment Real Estate, (May/June 2013)
- “Traders Seek Streamlining, Protection,” GlobeSt.com (May 2013)
- Speaker, "A Panel Discussion with Delaware Statutory Trust Operators & Advisors," EisnerAmper's Navigating Tax Opportunities in 1031 Exchanges (March 13, 2024)
- Panelist "Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks," Strafford Webinar (December 1, 2021)
- Panelist, "UPREITs as a Business Development Tool," International Council of Shopping Centers (ICSC) Webinar (July 13, 2021)
- Panelist, "The Top Regulatory and Tax Risks for Private Real Estate Funds" IPA Summit and Due Diligence Symposium (May 19, 2021)
- Co-Presenter, "Essential Election Takeaways for CRE and 2021 Outlook: Part 1: Tax Landscape," Webinar, Seyfarth Shaw LLP (December 3, 2020)
- Co-Panelist, "The Complex World of Opportunity Zones: Meeting Reporting Requirements and Keeping Penalties at Bay," Knowledge Group Webinar (October 22, 2020)
- Panelist, "An Introduction to Delaware Statutory Trusts and Their Use in Section 1031 Exchanges," American College of Real Estate Lawyers Virtual Annual Meeting (October 8, 2020)
- Panelist, "Legislative Update: What Impact Will the CARES Act Have on Opportunity Zones?," 2020 Virtual Opportunity Zone Expo (June 24, 2020)
- Presenter, "Qualified Opportunity Zones Tax Benefits and Planning," 56th Annual Hawaii Tax Institute, Seyfarth Shaw LLP, Honolulu, HI (November 6, 2019)
- Panelist, "Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks," Strafford Webinar (September 26, 2019)
- Presenter, "LA Opportunity Zones: What Impact Will OZs Actually Have & Ensuring the Right People Are Benefitted," Bisnow Forum, Los Angeles, CA (August 13, 2019)
- Panelist, "Opportunity Zones Fundamentals & the Latest Updates in Illinois," 2019 CDFA Roundtable, Chicago, IL, Seyfarth Shaw LLP (July 25, 2019)
- Co-Presenter, "The Opportunity Zone Investment Tax Regime: Recent Legislative and Regulatory Developments You Should Know," Knowledge Group Webinar (July 9, 2019)
- Co-Presenter, "Update on Real Estate Investing’s Latest Trend: Qualified Opportunity Funds," Roundtable Discussion, Seyfarth Shaw LLP (June 25, 2019)
- Presenter, "Opportunity Zone Investing - What You Need To Know Now," Roundtable Discussion, Seyfarth Shaw LLP (May 20, 2019)
- Panelist, "A Discussion of Considerations for Managing Client Investment in QOZs," IPASummit 2019, Washington, DC (May 9, 2019)
- Co-Presenter, "Tax Reform: Impact on REITs, Real Estate Businesses and Investors," Strafford Webinar (April 25, 2019)
- Panelist, "Establishing a QOZ Fund – Impacts and Considerations," IPAForum: Qualified Opportunity Zone Funds, Dallas, TX (February 12, 2019)
- Presenter, "Real Estate Investing’s Latest Trend: Qualified Opportunity Funds," Roundtable Discussion, Seyfarth Shaw LLP, New York, NY (January 9, 2019)
- Presenter, "Qualified Opportunity Zone Funds," ADISA and Real Assets Adviser Educational Video Series (November 28, 2018)
- Co-Presenter, "Opportunity Zones," Commercial Observer Fall Financing Commercial Real Estate Forum’s Roundtable Luncheon (November 13, 2018)
- Presenter, "Opportunity Zone Guidance - Interpreting the New Treasury Department Regulations," Institute for Portfolio Alternatives Webinar (October 25, 2018)
- Presenter, “Opportunity Zones 101,” ADISA 2018 Annual Conference (October 9, 2018); Winner of “Best Presentation Award”
- Presenter, “Opportunity Zone Offerings: The First Wave,” ADISA 2018 Annual Conference (October 9, 2018)
- Presenter, “Taking Advantage of Tax Reform,” ADISA 2018 Annual Conference (October 9, 2018)
- Presenter, “The Impact Qualified Opportunity Zones are Having on Portfolio Diversifying Investments,” IPA Webinar (August 30, 2018)
- Panelist, "Who are Opportunity Fund Investors," CDFA's Opportunity Zones: Maximizing Impact in Your Community Conference (Septermber 6, 2018)
- Panelist, "Alts Due Diligence to New Products," 2018 AI Research & Due Diligence Forum, presented by ADISA, New York, NY (July 11, 2018)
- Panelist, "Tax Demo and Full Cycle of Events Debate," 2018 AI Research & Due Diligence Forum, presented by ADISA, New York, NY (July 10, 2018)
- Presenter, "Welcoming Remarks & Introduction – An introduction to Qualified Opportunity Funds," CDFA Illinois Financing Roundtable (May 24, 2018)
- Co-Presenter, “Tax Reform: Impact on REITs, Real Estate Businesses and Investors,” Webinar, presented by Strafford (February 27, 2018)
- Co-Presenter, "Entity-Level Tax for Partnerships — Since When? Since Now!," 2017 Taxation Briefing, presented by Seyfarth Shaw LLP and Moore Colson CPAs and Advisors, Atlanta, GA (December 6, 2017)
- Panelist, "1031 Exchanges: Deep Dive," ADISA 2017 Annual Conference, Las Vegas, NV (October 24, 2017)
- Panelist, “Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks,” Webinar, presented by Strafford (September 27, 2017)
- Panelist, "The 411 on 1031," 2017 Due Diligence Forum, presented by ADISA, Chicago, IL (July 13, 2017)
- Panelist, “Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks,” Webinar, presented by Strafford (March 10, 2016)
- Co-Presenter, “Structuring Pass-through Entities Seminar,” Transaction Advisors and True Partners Consulting, Oak Brook, IL (November 19, 2015)
- Co-Presenter, “Internal Controls to Mitigate Tax Risk Seminar,” Transaction Advisors and True Partners Consulting, Deerfield, IL (November 12, 2015)
- Co-Presenter, “Identifying Tax Issues in Due Diligence Seminar,” Transaction Advisors and True Partners Consulting, Chicago, IL (November 5, 2015)
- Co- Presenter, “Executive Employment Agreements and Equity Based Compensation in Private Equity Transactions," Webinar (July 15, 2014)
- Presenter, "Recapitalizations and Mergers of Debtor Partnerships,” Illinois CPA Society’s Taxation on Real Estate Conference (June 4, 2014)
- Panelist, “The JOBS Act and Changes to Regulation D: Taking the Gloves off the Private Offering” Real Estate Investment Securities Association 2013 Spring Symposium, San Diego, CA (April 16, 2013)
- Co-Presenter, “Executive Employment Agreements and Equity Based Compensation in Private Equity Transactions,” ACG Chicago (April 9, 2014)
- Moderator, “Delaware Statutory Trusts and Tenant-in-Common Transactions, Bad Actors and Crowdfunding: How They Can Impact Broker-Dealers," Real Estate Investment Securities Association’s 2014 Spring Symposium (March 16, 2014)
- Moderator, “Net Leases and the Delaware Statutory Trust” National Net Lease Investment Conference, Chicago, IL (November 1, 2012)
- Panelist, "Advanced 1031 Planning," Real Estate Investment Securities Association 2012 Annual Conference, Las Vegas, NV (October 7, 2012)
- Moderator, “Investing in Direct Participation Programs” “Real Estate Investment Securities Association 2011 Annual Conference,” Las Vegas, NV, (October 16, 2011)
- Panelist, "280G and 409A Issues,” Fifth Annual Executive Compensation Institute, Chicago Bar Association Employee Benefits Committee and The John Marshall Law School Center for Tax Law and Employee Benefits (September 27, 2011)
- Quoted, "Opportunity Zone Inquiry Puts Spotlight On Jobs, Community," Law360 (February 4, 2022)
- Quoted, "Senator Wyden launches investigation into Opportunity Zone program," Opportunity Zone Expo (January 17, 2022)
- Quoted, "IRS Regs Let Opportunity Zone Businesses Pivot Due To Virus," Law360 Tax Authority (May 19, 2021)
- Quoted, "IRS Guidance Brings Clarity to Opportunity Zone Compliance," GlobeSt.com (April 27, 2021)
Steve's work is guided by the principles of creativity, practicality, and tax efficiency.
More About Steve
Steve is a tax and business lawyer with broad experience in designing and implementing M&A and real estate capital markets transactions. Clients appreciate his cutting-edge knowledge of the tax law and his ability to apply it in a grounded, common-sense manner to real estate and corporate transactions.
Steve chairs Seyfarth's Corporate department and is co-chair of our national Tax practice. He is highly skilled in developing real estate and alternative investment programs of all types, including Qualified Opportunity Funds, REITs, investment funds, and complex like-kind exchange programs (such as Delaware Statutory Trust investment programs). Steve serves as general tax counsel to numerous businesses and entrepreneurs, and advises them on domestic and cross-border M&A transactions, equity compensation and related matters, and dispositions to strategic and financial acquirers. Clients praise Steve for his combination of sophisticated tax knowledge and understanding of their businesses.
Steve is recognized as a thought leader in tax structuring of investment programs for the capital markets industry. He has been recognized by The Legal 500 (Legalese Ltd.) (2014-2021) for his tax practice, and is a frequent speaker on tax and business issues in Qualified Opportunity Funds, real estate investment programs, and M&A transactions.
Steve lives in the Wicker Park neighborhood of Chicago with his wife, two children, and three dogs.
Steve chairs Seyfarth's Corporate department and is co-chair of our national Tax practice. He is highly skilled in developing real estate and alternative investment programs of all types, including Qualified Opportunity Funds, REITs, investment funds, and complex like-kind exchange programs (such as Delaware Statutory Trust investment programs). Steve serves as general tax counsel to numerous businesses and entrepreneurs, and advises them on domestic and cross-border M&A transactions, equity compensation and related matters, and dispositions to strategic and financial acquirers. Clients praise Steve for his combination of sophisticated tax knowledge and understanding of their businesses.
Steve is recognized as a thought leader in tax structuring of investment programs for the capital markets industry. He has been recognized by The Legal 500 (Legalese Ltd.) (2014-2021) for his tax practice, and is a frequent speaker on tax and business issues in Qualified Opportunity Funds, real estate investment programs, and M&A transactions.
Steve lives in the Wicker Park neighborhood of Chicago with his wife, two children, and three dogs.
- JD, Columbia University Law School
Harlan Fiske Stone Scholar, all years
- AM, Harvard University
- BA, University of Wisconsin
- Illinois
- New York
- US Tax Court
Related Services
Related Key Industries
Related Trends
Related News & Insights
-
Firm News
08/15/2024
220 Seyfarth Attorneys Chosen as Leaders in Their Fields by Best Lawyers in America 2025
-
Speaking Engagement
Mar 13, 2024
Steven Meier to Speak at EisnerAmper's Webinar "A Panel Discussion with Delaware Statutory Trust Operators & Advisors"
-
Media Mentions
02/29/2024
Seyfarth Restructuring Team Featured in Law360 Pulse and American Lawyer Articles on Rise in Demand for Restructuring Lawyers
-
Attorney Publication
01/01/2024
Cameron Weil and Steven Meier Write on Delaware Statutory Trust Transactions in The Real Estate Finance Journal
- Listed in Best Lawyers in America (Woodward/White Inc.) for Real Estate Law (2022-2025)
- Recognized Attorney for Tax - Domestic Tax: Central; US Taxes - Non-Contentious by The Legal 500 (Legalese Ltd.) (2014–2024)
- Recognized Attorney for M&A/Corporate and Commercial - M&A - Middle-Market (US) by The Legal 500 (Legalese Ltd.) (2017-2018)
- American Bar Association
- Chicago Bar Association
- New York State Bar Association
- Real Estate Investment Securities Association
- Investment Program Association
- Real Estate Roundtable, Tax Policy Advisory Committee (TPAC) member, 2017
- Co-Author, "Delaware Statutory Trust Bridge Lending: Considerations for the Borrower, Senior Lender and Bridge Lender," The Real Estate Finance Journal (Winter 2023)
- Co-Author, "DST Bridge Lending - Considerations for the Borrower, Senior Lender, and Bridge Lender," Legal Update, Seyfarth Shaw LLP (July 18, 2023)
- Co-Author, "Relief at Last for Qualified Opportunity Zone Businesses with Pre-Pandemic Working Capital Safe Harbor Plans," Legal Update, Seyfarth Shaw LLP (April 15, 2021)
- Co-Author, "Questions Remain After Treasury Guidance Implementing President Trump’s Payroll Tax Deferral," Legal Update, Seyfarth Shaw LLP (August 31, 2020)
- Co-Author, "President Trump Signs Four Executive Orders Providing or Extending Coronavirus Relief," Legal Update, Seyfarth Shaw LLP (August 10, 2020)
- Co-Author, "US Department of Treasury Proposes Regulations Under Code Section 1031 That Provide Taxpayer-Friendly Guidance on Like-Kind Exchanges," Legal Update, Seyfarth Shaw LLP (June 17, 2020)
- Author, "IRS Provides Relief to Opportunity Zone Investment Programs," Legal Update, Seyfarth Shaw LLP (June 5, 2020)
- Co-Author, "An Electing Real Property Trade or Business can Revoke its Election on Account of the Change to Qualified Improvement Property Enacted by the CARES Act; Other Elections Relating to Business Interest Expense Limitation," Legal Update, Seyfarth Shaw LLP (April 14, 2020)
- Co-Author, "The IRS Extends Filing and Payment Obligations for Most Taxpayers and Performance of Certain Taxpayer Time-Sensitive Actions Until July 15, 2020, and Extends the Time for Performance of Certain Time-Sensitive IRS Actions by 30 Days," Legal Update, Seyfarth Shaw LLP (April 13, 2020)
- Co-Author, "The IRS Extends the 45-Day and 180-Day Deadlines for Section 1031 Exchanges Initiated Before March 13, 2020 and the Deadline to Reinvest Eligible Gains in a Qualified Opportunity Zone Fund Affected by COVID-19," Legal Update, Seyfarth Shaw LLP (April 10, 2020)
- Co-Author, "CARES Act Provides Tax Relief to Real Estate Businesses," Legal Update, Seyfarth Shaw LLP (March 31, 2020)
- Co-Author, "Final Regulations Clarify and Liberalize Many Rules Governing Qualified Opportunity Fund Formation and Operations," Legal Update, Seyfarth Shaw LLP (January 17, 2020)
- Co-Author, "Qualified Opportunity Zone Proposed Regulations Provide a Path Forward for Fund Formations, But Leave Many Questions for Another Day," Client Alert, Seyfarth Shaw LLP (October 25, 2018)
- Co-Author, "Tax Reform for REITs and Real Estate Businesses," Tax Reform Management Alert Series, Seyfarth Shaw LLP (December 19, 2017)
- Co-Author, "Washington’s Current Musings and Their Effect on Real Estate Investing," PREA Quarterly (February 27, 2017)
- Co-Author, “10 Key Ways the Trump Administration May Impact The Way You Do Business in 2017,” Presidential Pulse, Seyfarth Shaw LLP (December 12, 2016)
- Co-Author, “One Step Back, One Step Forward: New Debt-Equity Regulations Narrow Their Focus on Earnings Stripping,” Client Alert, Seyfarth Shaw LLP (November, 3, 2016)
- Co-Author, "There is life after death...of the Bottom-Dollar Guarantee," Client Alert, Seyfarth Shaw LLP (October 14, 2016)
- Co-Author, "Georgia’s Restrictive Covenants Act Turns Five Years Old: Assessing the Impact of Georgia’s Law Five Years On," Trading Secrets Blog, Seyfarth Shaw LLP (May 12, 2016)
- Co-Author, "New Tax Law Includes Numerous Changes to REIT and FIRPTA Rules," Legal Update, Seyfarth Shaw LLP (December 22, 2015)
- Co-Author, "Proposed Treasury Regulations Offer Guidance on Disguised Payments for Services," Management Alert, Seyfarth Shaw LLP (July 27, 2015)
- Co-Author, “DSTs Borrowers: Financing Issues with Delaware Statutory Trusts Designed to Qualify as Replacement Property for Section 1031 Exchanges,” Property Lines: A Publication of Seyfarth Shaw LLP’s Real Estate Department, Seyfarth Shaw LLP (June 16, 2014)
- Co-Author, "Proposed Treasury Regulations Modify Debt Allocation and Disguised Sales Rules (Eliminating the Use of “Bottom-Dollar” Guarantees)," One Minute Memo, Seyfarth Shaw LLP (February 12, 2014)
- Co-Author, "New Accredited Investor Rules Impact Real Estate Securities Offerings," One Minute Memo, Seyfarth Shaw LLP (December 17, 2013)
- Co-Author, "Proposed FIRPTA Changes Could Facilitate Greater Non-U.S. Equity Investment in U.S. Real Estate," One Minute Memo, Seyfarth Shaw LLP (October 28, 2013)
- “TIC 2.0: DSTs are the Future of 1031 Real Estate Investing,” Commercial Investment Real Estate, (May/June 2013)
- “Traders Seek Streamlining, Protection,” GlobeSt.com (May 2013)
- Speaker, "A Panel Discussion with Delaware Statutory Trust Operators & Advisors," EisnerAmper's Navigating Tax Opportunities in 1031 Exchanges (March 13, 2024)
- Panelist "Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks," Strafford Webinar (December 1, 2021)
- Panelist, "UPREITs as a Business Development Tool," International Council of Shopping Centers (ICSC) Webinar (July 13, 2021)
- Panelist, "The Top Regulatory and Tax Risks for Private Real Estate Funds" IPA Summit and Due Diligence Symposium (May 19, 2021)
- Co-Presenter, "Essential Election Takeaways for CRE and 2021 Outlook: Part 1: Tax Landscape," Webinar, Seyfarth Shaw LLP (December 3, 2020)
- Co-Panelist, "The Complex World of Opportunity Zones: Meeting Reporting Requirements and Keeping Penalties at Bay," Knowledge Group Webinar (October 22, 2020)
- Panelist, "An Introduction to Delaware Statutory Trusts and Their Use in Section 1031 Exchanges," American College of Real Estate Lawyers Virtual Annual Meeting (October 8, 2020)
- Panelist, "Legislative Update: What Impact Will the CARES Act Have on Opportunity Zones?," 2020 Virtual Opportunity Zone Expo (June 24, 2020)
- Presenter, "Qualified Opportunity Zones Tax Benefits and Planning," 56th Annual Hawaii Tax Institute, Seyfarth Shaw LLP, Honolulu, HI (November 6, 2019)
- Panelist, "Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks," Strafford Webinar (September 26, 2019)
- Presenter, "LA Opportunity Zones: What Impact Will OZs Actually Have & Ensuring the Right People Are Benefitted," Bisnow Forum, Los Angeles, CA (August 13, 2019)
- Panelist, "Opportunity Zones Fundamentals & the Latest Updates in Illinois," 2019 CDFA Roundtable, Chicago, IL, Seyfarth Shaw LLP (July 25, 2019)
- Co-Presenter, "The Opportunity Zone Investment Tax Regime: Recent Legislative and Regulatory Developments You Should Know," Knowledge Group Webinar (July 9, 2019)
- Co-Presenter, "Update on Real Estate Investing’s Latest Trend: Qualified Opportunity Funds," Roundtable Discussion, Seyfarth Shaw LLP (June 25, 2019)
- Presenter, "Opportunity Zone Investing - What You Need To Know Now," Roundtable Discussion, Seyfarth Shaw LLP (May 20, 2019)
- Panelist, "A Discussion of Considerations for Managing Client Investment in QOZs," IPASummit 2019, Washington, DC (May 9, 2019)
- Co-Presenter, "Tax Reform: Impact on REITs, Real Estate Businesses and Investors," Strafford Webinar (April 25, 2019)
- Panelist, "Establishing a QOZ Fund – Impacts and Considerations," IPAForum: Qualified Opportunity Zone Funds, Dallas, TX (February 12, 2019)
- Presenter, "Real Estate Investing’s Latest Trend: Qualified Opportunity Funds," Roundtable Discussion, Seyfarth Shaw LLP, New York, NY (January 9, 2019)
- Presenter, "Qualified Opportunity Zone Funds," ADISA and Real Assets Adviser Educational Video Series (November 28, 2018)
- Co-Presenter, "Opportunity Zones," Commercial Observer Fall Financing Commercial Real Estate Forum’s Roundtable Luncheon (November 13, 2018)
- Presenter, "Opportunity Zone Guidance - Interpreting the New Treasury Department Regulations," Institute for Portfolio Alternatives Webinar (October 25, 2018)
- Presenter, “Opportunity Zones 101,” ADISA 2018 Annual Conference (October 9, 2018); Winner of “Best Presentation Award”
- Presenter, “Opportunity Zone Offerings: The First Wave,” ADISA 2018 Annual Conference (October 9, 2018)
- Presenter, “Taking Advantage of Tax Reform,” ADISA 2018 Annual Conference (October 9, 2018)
- Presenter, “The Impact Qualified Opportunity Zones are Having on Portfolio Diversifying Investments,” IPA Webinar (August 30, 2018)
- Panelist, "Who are Opportunity Fund Investors," CDFA's Opportunity Zones: Maximizing Impact in Your Community Conference (Septermber 6, 2018)
- Panelist, "Alts Due Diligence to New Products," 2018 AI Research & Due Diligence Forum, presented by ADISA, New York, NY (July 11, 2018)
- Panelist, "Tax Demo and Full Cycle of Events Debate," 2018 AI Research & Due Diligence Forum, presented by ADISA, New York, NY (July 10, 2018)
- Presenter, "Welcoming Remarks & Introduction – An introduction to Qualified Opportunity Funds," CDFA Illinois Financing Roundtable (May 24, 2018)
- Co-Presenter, “Tax Reform: Impact on REITs, Real Estate Businesses and Investors,” Webinar, presented by Strafford (February 27, 2018)
- Co-Presenter, "Entity-Level Tax for Partnerships — Since When? Since Now!," 2017 Taxation Briefing, presented by Seyfarth Shaw LLP and Moore Colson CPAs and Advisors, Atlanta, GA (December 6, 2017)
- Panelist, "1031 Exchanges: Deep Dive," ADISA 2017 Annual Conference, Las Vegas, NV (October 24, 2017)
- Panelist, “Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks,” Webinar, presented by Strafford (September 27, 2017)
- Panelist, "The 411 on 1031," 2017 Due Diligence Forum, presented by ADISA, Chicago, IL (July 13, 2017)
- Panelist, “Using Delaware Statutory Trusts in Real Estate Investments: Opportunities and Legal Risks,” Webinar, presented by Strafford (March 10, 2016)
- Co-Presenter, “Structuring Pass-through Entities Seminar,” Transaction Advisors and True Partners Consulting, Oak Brook, IL (November 19, 2015)
- Co-Presenter, “Internal Controls to Mitigate Tax Risk Seminar,” Transaction Advisors and True Partners Consulting, Deerfield, IL (November 12, 2015)
- Co-Presenter, “Identifying Tax Issues in Due Diligence Seminar,” Transaction Advisors and True Partners Consulting, Chicago, IL (November 5, 2015)
- Co- Presenter, “Executive Employment Agreements and Equity Based Compensation in Private Equity Transactions," Webinar (July 15, 2014)
- Presenter, "Recapitalizations and Mergers of Debtor Partnerships,” Illinois CPA Society’s Taxation on Real Estate Conference (June 4, 2014)
- Panelist, “The JOBS Act and Changes to Regulation D: Taking the Gloves off the Private Offering” Real Estate Investment Securities Association 2013 Spring Symposium, San Diego, CA (April 16, 2013)
- Co-Presenter, “Executive Employment Agreements and Equity Based Compensation in Private Equity Transactions,” ACG Chicago (April 9, 2014)
- Moderator, “Delaware Statutory Trusts and Tenant-in-Common Transactions, Bad Actors and Crowdfunding: How They Can Impact Broker-Dealers," Real Estate Investment Securities Association’s 2014 Spring Symposium (March 16, 2014)
- Moderator, “Net Leases and the Delaware Statutory Trust” National Net Lease Investment Conference, Chicago, IL (November 1, 2012)
- Panelist, "Advanced 1031 Planning," Real Estate Investment Securities Association 2012 Annual Conference, Las Vegas, NV (October 7, 2012)
- Moderator, “Investing in Direct Participation Programs” “Real Estate Investment Securities Association 2011 Annual Conference,” Las Vegas, NV, (October 16, 2011)
- Panelist, "280G and 409A Issues,” Fifth Annual Executive Compensation Institute, Chicago Bar Association Employee Benefits Committee and The John Marshall Law School Center for Tax Law and Employee Benefits (September 27, 2011)
- Quoted, "Opportunity Zone Inquiry Puts Spotlight On Jobs, Community," Law360 (February 4, 2022)
- Quoted, "Senator Wyden launches investigation into Opportunity Zone program," Opportunity Zone Expo (January 17, 2022)
- Quoted, "IRS Regs Let Opportunity Zone Businesses Pivot Due To Virus," Law360 Tax Authority (May 19, 2021)
- Quoted, "IRS Guidance Brings Clarity to Opportunity Zone Compliance," GlobeSt.com (April 27, 2021)