James Lockhart, JD LLM
Jim leads the construction, real estate and hospitality practices for Wipfli’s Minnesota market. With over 20 years of experience, he specializes in investment and development due diligence, financing, tax and business structuring, and exit strategies.
Dannielle Lewis, CPA, MBT
Dannielle is a tax leader in Wipfli’s Minnesota market for the real estate and private equity services practices and also leads the firm’s national opportunity zone team. She takes a proactive approach toward client service that includes being up to speed on changing tax laws, ensuring compliance needs are met in a timely manner, and diligently executing tax planning strategies.
Josh Graham, CPA
Josh is a tax leader in Wipfli’s Chicago market for the construction, real estate, and private equity services practices. He is a member of the firm’s national opportunity zone team and has helped several clients structure funds and navigate through the opportunity zone rules. He has a strong understanding of the ever-changing tax code and enjoys finding tax savings opportunities for his clients as well as being their trusted advisor.