Dannielle Lewis, CPA
Partner
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She leads Wipfli's team of Qualified Opportunity Zone specialists and is a frequent speaker on this topic. She also advises clients on complex tax transactions involving partnership interest exchanges or business sales. Dannielle stays up to date on the ever-changing tax laws and recognizes opportunities for new and potential clients to help save and structure their funds. She leverages her proactive planning and advising to ensure clients reach their goals and are successful.
Certifications:
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Society of Certified Public Accountants (MNCPA) - Member
- Minnesota Real Estate Journal (MREJ) - Panelist and active participant
Areas of Focus
- Complex tax compliance and strategic planning
- Pass-through and individual taxation
- Business income tax planning, compliance, and structure guidance
- Opportunity zone structure and technical guidance
Education
University of Minnesota- Master of business taxation degree
- Bachelor of arts degree in English
- Bachelor of science degree in accounting
Recent Insights
Articles
Secure your energy investment credit before the deadline
Jun 18, 2024
Government funding hopes to boost office-to-residential conversions
Nov 30, 2023
3 mid-year real estate trends you should be watching
Aug 28, 2023
Solar tax credit transferability: What you should know
Jun 27, 2023
Maximizing energy tax credits for RE developers
Jun 08, 2023
4 ways to plan for a better 1031 exchange process
Jan 17, 2023
How a real property contribution can benefit you
Jan 17, 2023
A fresh look at opportunity zone benefits
Jan 12, 2023
3 key considerations in real estate succession planning
Jan 08, 2023
Building a real estate strategy for 2023
Dec 16, 2022
Keys to forming a successful real estate investment fund
Jun 29, 2022
IRS releases extended guidance on qualified opportunity fund relief
Jan 25, 2021
Real estate brokers: Figuring out your PPP and EIDL eligibility and how to calculate your loan amount
May 11, 2020
Final opportunity zone regulations released
Jan 16, 2020
Real estate owners: Your top 5 opportunity zone questions answered
Jul 21, 2019
How You Can Benefit From Investing in Opportunity Zones
Feb 24, 2019
Webinars
Diving Into Finalized Opportunity Zone Regulations
Jan 22, 2020
