PeopleMarc L. Schultz
Marc L. Schultz

Marc L. Schultz

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PeopleMarc L. Schultz

  • New York University School of Law (LL.M., Taxation)
  • Chicago-Kent College of Law (J.D., with highest honors)
    • Order of the Coif
    • Dean's List
    • Academic Scholarships 2nd and 3rd years
    • American Jurisprudence Award: Bankruptcy
    • Academic Achievement Award: Legal Drafting
  • Michigan State University (B.A., Business, with honors)

  • East Valley Partnership, Board Member
    • Economic Development Committee, Co-Chair
  • Taskforce Member, Financing Solutions for Homelessness
    • Arizona Department of Housing
  • Arizona Housing Finance Authority, Past Member of the Board of Directors
    • Appointed by the Governor of Arizona
  • American Bar Association
    • Section on Taxation
    • Affordable Housing & Community Development

  • "Table of Experts: Opportunity Zones," Panelist, Phoenix Business Journal, (June 28, 2019)
  • “Investors, Developers See a ‘Flurry’ of Denver Opportunity Zone Activity as Key Deadline Looms,” Quoted, Denver Business Journal (June 24, 2019)
  • "An In-Depth Guide To Latest Opportunity Zone Regs: Part 2," Author, Law360 (June 17, 2019)
  • "An In-Depth Guide To Latest Opportunity Zone Regs: Part 1," Author, Law360 (June 14, 2019)
  • “Preparing an OZ Project for Investment,” Speaker, Hosted by the State of Colorado OEDIT, The Governance Project, and the City of Colorado Springs, Colorado Springs, Colorado (June 13, 2019)
  • "The Second Tranche of Proposed Regulations for Opportunity Zones Webinar," Speaker, hosted by the State of Rhode Island (May 21, 2019)
  • "The Second Tranche of Proposed Regulations for Opportunity Zones Webinar," Speaker, hosted by the State of Arizona Commerce Authority (May 13, 2019)
  • "Opportunity Zone Investments," Speaker, A New Leaf Professional Advisory (May 21, 2019)
  • "4 PE Questions the New Opportunity Zone Regs Don't Answer," Quoted, Law360 (May 13, 2019)
  • "Attorney Gets Into Nitty Gritty Details of Opportunity Zones for Multifamily," Featured, Phoenix Business Journal (May 10, 2019)
  • “Risk and Reward: Assessing Projects and Deploying Capital Wisely,” Panel Moderator, 2019 Opportunity Zone Expo Las Vegas, Mandalay Bay (May 9, 2019)
  • “Identifying the Right Opportunity Zone Investments,” Panelist, SkyBridge Alternatives (SALT) Conference Las Vegas, Bellagio (May 8, 2019)
  • “Deep Dive into OZ Guidance, Part II,” Panelist, Novogradac 2019 Opportunity Zones Spring Conference, Denver, Colorado (April 25, 2019)
  • "Treasury Sheds More Light on Opportunity Zone Rules," Quoted, GlobeStreet (April 18, 2019)
  • “Rhode Island Opportunity Zone Conference,” Speaker, Providence, Rhode Island (February 21, 2019)
  • “Opportunity Zone Investing,” Panelist, 8th Annual REAL Symposium, Stanford Law School (February 7, 2019)
  • "Why PE’s ‘Opportunity Zone’ Plans Remain On Hold,” Quoted, Law360 (February 6, 2019)
  • “Idaho Opportunity Zones: What You Need to Know,” Speaker, Idaho State Bar, Boise, Idaho (January 30, 2019)
  • “Opportunity Zones,” Co-Presenter, Tucson Tax Study Group (January 2019)
  • “Opportunity Zones: Practical Fundamentals and News,” Speaker, CREW Utah, Salt Lake City (January 8, 2019)
  • "Fundamentals of the Opportunity Zone Program Webinar," Speaker, hosted by the State of Rhode Island (December 19, 2018)
  • "Opportunity Zone Conference," Panelist, hosted by the Commonwealth of Massachusetts (December 12, 2018)
  • "Opportunity Zones: An In-Depth Analysis of How to Use This Powerful Incentive," Speaker, Seminar, Snell & Wilmer (December 11, 2018)
  • "State of Delaware Opportunity Zone Summit," Panelist, hosted by the Biden Institute and the State of Delaware (December 5, 2018)
  • "Convening of the State Economic Development Executives (SEDE) Network," Presenter, hosted by the Governor's Office of Economic Development for the State of Utah (December 3, 2018)
  • "State of Nevada's Opportunity Zone Conference," Speaker, sponsored by the State of Nevada and the Federal Reserve Bank of San Francisco (November 27, 2018)
  • "Opportunity Zone Seminar," Speaker, City of Tempe (November 19, 2018)
  • "Aurora, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 16, 2018)
  • "Sterling, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 15, 2018)
  • "Opportunity Zone Seminar," Panelist, NAIOP Utah Chapter (November 14, 2018)
  • "Durango, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 7, 2018)
  • "An In-Depth Guide to the Opportunity Zone Guidance: Part 2," Author, Law360 (November 1, 2018)
  • "An In-Depth Guide to the Opportunity Zone Guidance: Part 1," Author, Law360 (October 31,2018)
  • “Arizona Commerce Authority: Opportunity Fund Guidance Update Webinar,” Speaker, Arizona Commerce Authority (October 30, 2018)
  • "Regulators Release First Guidelines for Opportunity Zones," Quoted, Real Estate Weekly (October 23, 2018)
  • "Taking advantage of opportunity zone investments for tax breaks requires high risk tolerance," Quoted, Investment News (October 22, 2018)
  • “Mnuchin’s $100 Billion Market Gets Boost with Rules on Tax Break,” Quoted, Bloomberg (October 19, 2018)
  • “Understanding the Opportunity Zone Incentive,” Speaker, AAED Fall Forum, Flagstaff (October 18, 2018)
  • "The massive GOP tax bill created a powerful incentive to invest in distressed communities - including one in Boulder," Quoted, The Colorado Sun (October 9, 2018)
  • “Novogradac 2018 Opportunity Zone Conference,” Panelist, New Orleans, Louisiana (October 2, 2018)
  • “Arizona Commerce Authority’s Opportunity Zone & Funds Conference,” Speaker and Panelist, Arizona State University (September 27, 2018)
  • "Opportunity Zones: Seizing the Investment Opportunity in Colorado," Co-Author, ColoradoBiz (September 17, 2018)
  • "Tax incentives for businesses that invest in underserved areas," Quoted, Vegas Inc. (September 6, 2018)
  • "10 Questions For Upcoming Opportunity Zone Guidance," Author, Law360 (September 6, 2018)
  • “Colorado Opportunity Zone Conference,” Speaker, State of Colorado and City of Aurora, Hyatt Regency Aurora Denver Conference Center (August 22, 2018)
  • "How can the O-Zone Benefit My Client?” Co-Presenter, CCIM Southern Nevada Chapter (July 25, 2018)
  • “Getting Ahead of the Ball on Opportunity Zones for Economic Development,” Co-Presenter, City of Henderson (July 12, 2018)
  • "The Opportunity Zone Program: Deployment of capital: parameters and tax benefits- Part 2," Author, In Business Magazine (July 2018)
  • "New tax shelter expected to set off a wave of investment in Colorado," Quoted, The Denver Post (July 6, 2018)
  • "Opportunity Zone Conference," Presenter, hosted by the State Colorado OEDIT and DOLA (June 26, 2018)
  • "Tax Guidance Maintains Sunny Outlook For Solar Developers," Quoted, Law360 (June 25, 2018)
  • "'Opportunity Zones' designated in Logan, providing incentives to investors," Quoted, The Herald Journal (June 20, 2018)
  • "Questions To Answer Before Investing In An Opportunity Fund," Author, Law360 (June 12, 2018)
  • "The Opportunity Zone Program: Taking Advantage of a New and Significant Capital Source - Part 1," Author, In Business Magazine (June 2018)
  • "How to Invest with the New Opportunity Zone Program," Presenter, Snell & Wilmer Emerging Business Seminar Series, June 6, 2018
  • "Tax Credits, Tax Reform and Individual Investors: A Fresh Look?," Co-Authored with James D. Howard, Jr., Journal of Tax Credits (May 2017)
  • "4 Things to Know About Suniva’s Solar Cell Tariff Bid," Quoted, Law 360 (May 17, 2017)
  • "Tribal Members and Transactions in Indian Country: Federal, State, and Tribal Tax Principles and Incentives," Presenter, AAED Economic Development Academy of Arizona (May 17, 2017)
  • "Why Phoenix land owners and developers are eager to get started in 'Opportunity Zones'," Quoted, Phoenix Business Journal (April 20, 2018)
  • "Opportunity Zones Seminar," Co-Presenter, REIAC Southwest Lunch and Learn (April 19, 2018)
  • "Policy Issues," Panelist, Novogradac 2017 Financing Renewable Energy Tax Credits Conference, San Francisco Palace Hotel (May 2017)
  • "New Markets Tax Credits," Presenter, Las Vegas Global Economic Alliance Meeting (March 6, 2017)
  • "New Markets Tax Credits for Non-Profits," Presenter, Sponsored by Chase, Snell & Wilmer, and JA Barrett Company, Las Vegas, Nevada (September 28, 2016)
  • "Tax Credit Financing," Presenter, Arizona Association for Economic Development Fall Forum, Flagstaff, Arizona (September 8, 2016)
  • "The Solar C&I Sector: Making the Case for an Expanded ITC Marketplace," Author, Renewable Energy World (August 17, 2016)
  • "Access to Low-Cost of Capital, New Markets Tax Credits," Panelist, Chase Bank, Phoenix, Arizona (May 2016)
  • Novogradac Renewable Energy Tax Credit Financing Conference, Moderator, San Francisco, California, Grand Hyatt (April 2016)
  • Novogradac New Markets Tax Credit Financing Conference, Panelist, Scottsdale, Arizona, Fairmont (January 2016)
  • 2015 CDFA Arizona Financing Roundtable Conference, Speaker, Phoenix Convention Center (November 2015)
  • Novogradac Renewable Energy Financing Conference, Panelist, Las Vegas, Nevada, Four Season (April 2015)
  • Novogradac New Markets Tax Credit Financing Conference, Panelist, San Diego, California, Hilton (January 2015)
  • "Closely-Held C Corporations and the Solar Industry: Expanding the ITC Investor Base," Author, Novogradac Journal of Tax Credits, Volume V, Issue X (October 2014)
  • "Stakeholders Say Scarce Renewable Energy Tax Equity Spurs Innovative Financing," Quoted, Novogradac Journal of Tax Credits, Volume V, Issue VI (June 2014)
  • Novogradac Financing Renewable Energy Conference, Panelist, San Francisco, California, Four Seasons (April 2014)
  • "Taxation of Mergers and Acquisitions," Speaker, Sterling Education Services, Phoenix, Arizona, Embassy Suites (February 2014)
  • "Tax Credit Financing," Speaker, Tax Law Section, State Bar of Arizona, Phoenix, Arizona, City Scape (January 2014)
  • "New Markets Tax Credits," Presenter, City of Henderson, Henderson Convention Center, Nevada (September 2013)
  • "Making New Markets Tax Credits Work for You," Presenter, Tucson, Arizona, Snell & Wilmer (May 2013)
  • "PTC Impact on Widespread Renewables Uncertain," Quoted, Fierce Energy (February 2013)
  • Novogradac New Markets Tax Credit Conference, Panelist, San Diego, California, The Westin Gaslamp Quarter (January 2013)
  • "S Corporations," Speaker, Entrepreneurial CPAs Network, Phoenix, Arizona, Doubletree Suites (January 2013)
  • 4th PV Power Plants Conference–USA, Solarpraxis AG, Panelist, Phoenix, Arizona, Sheraton Phoenix Downtown Hotel (November 2012)
  • "Using Investment Tax Credits and New Markets Tax Credits," Presenter, Solar Power Project Development Conference, San Diego, California, Andaz Hotel (November 2012)
  • "Financing Residential and Commercial Solar Leasing," Moderator and Presenter, The Equipment Leasing and Finance Association (ELFA) Annual Conference, Palm Springs, California, J.W. Marriot Hotel (October 2012)
  • "Federal and State New Markets Tax Credits: Mastering the Fundamentals of NMTC Incentives Used in Various Financing Structures," Speaker, National Webinar, Strafford Publications (October 2012)
  • "Tax Credit Financing and Renewable Energy," Presenter, Annual Southwest Tax Conference, Nevada Society of CPAs, Bellagio Hotel, Las Vegas, Nevada (December 2011)
  • Solar Power Project Development Conference, Presenter, Andaz Hotel, San Diego, California (November 2011)
  • "New Markets Tax Credits - Driving Arizona's Economic Growth," Moderator, Co-Hosted with Phoenix Community Development and Investment Corporation and Novogradac & Company LLP, Phoenix (May 2011)
  • "Tribal Energy in the Southwest Conference," Presenter, Law Seminars International, Radisson Fort McDowell Resort, Scottsdale (April 2011)
  • "Making New Markets Tax Credits Work For You," Moderator, Co-Hosted with Dudley Ventures, Phoenix (March 2011)
  • "IRS Provides Guidance for Residential PV," Co-Author, Solar Today (March 2011)
  • "Tax Credit Financing for Renewable Energy," Presenter, EUEC Energy and Environmental Conference, Phoenix Convention Center (February 2011)
  • "Creating and Investing in Opportunity Funds," Presenter, Snell & Wilmer, Phoenix (September 2010)
  • "Renewable Energy — Life After the Section 1603 Cash Grant — Not So Fast: Treasury Releases Guidance for Projects Not Placed In Service by the End of 2010," Author, Under Construction Newsletter (August 2010)
  • "Significant Guidance for the Residential Solar Industry," Author, The Re-Source (Summer 2010)
  • "Using Tax Credits to Enhance Cash Flow," Presenter, CBIZ MHM, LLC, Seminar, Phoenix (May 2010)
  • "Driving Recovery: Southwest Credit Markets," Panelist, Co-Hosted with Mutual of Omaha Bank, Phoenix (May 2010)
  • "Distributed Generation Solar Project Structuring and Development in the Southwest," Panelist, Greentech Media’s 2010 Solar Summit, Phoenix Sheraton (April 2010)
  • "Tax Credit Financing in Indian Country," Presenter, Business Development in Indian Country Conference, Sheraton Wild Horse Pass, Phoenix (March 2010)
  • The Governor of Arizona’s Renewable Energy Summit, Panelist, Arizona State University (February 2010)
  • "Tax Credit Financing for Solar," Presenter, CLE Solar Energy Conference, Biltmore Hotel, Phoenix (February 2010)
  • "Federal Financing in the 2010 Market," Panelist, Snell & Wilmer, Phoenix (February 2010)
  • "Tax Credit Financing for Renewable Energy," Presenter, EUEC Energy and Environmental Conference, Phoenix Convention Center (January 2010)
  • "Project Finance: Financing Solar Projects with the 30% Cash Grant," Author, Under Construction Newsletter (November 2009)
  • "Tax Credit Financing: An Alternative to Consider," Author, The Corporate Communicator (November 2009)
  • "Financing Renewable Energy Projects," Presenter, Sheraton Hotel, Denver, Colorado (September 2009)
  • "Fund Formation Basics: Early Considerations for Structuring a Real Estate Fund," Author, The Corporate Communicator (May 2009)
  • "Tax Credit Financing," Presenter, Snell & Wilmer, Phoenix (2009)
  • "Bridging the Equity Gap," Presenter, Sheraton Hotel, Denver, Colorado (June 2009)
  • "New Markets Tax Credits, How the Deal Works," Presenter, Snell & Wilmer, Phoenix (2009)
  • "Distributed Solar Energy: Rooftop and Other Onsite Power Generation," Panelist, Sustainability Seminar Series (November 2008)
  • "The Investment Tax Credit and Solar Energy Transactions," Presenter, Snell & Wilmer, Phoenix (2008)
  • "Like-Kind Exchanges and Tenancy-in-Common Transactions," Featured Speaker, Citigroup, Las Vegas, Nevada (June 2008)
  • "Emergency Economic Stabilization Act of 2008," Presenter, Snell & Wilmer, Phoenix and Orange County (2008)
  • "Low-Income Housing Tax Credits, Something for Everyone," Author, AZRE, Arizona Commercial Real Estate (September-October 2007)
  • "Tax Planning for S Corporations," Presenter, Lorman Seminar, Phoenix (2007-2008)
  • "Tax Planning Around the Disguised Sales Rules," Presenter, Lorman Seminar, J.W. Marriot Hotel & Resort, Phoenix (2007)
  • "Low Income Housing Tax Credits," Presenter, Snell & Wilmer, Phoenix (2007)
  • "Taxation of Internet Transactions," Presenter, Lorman Seminar, Chicago, Illinois (2005)
  • "Mergers and Acquisitions," Guest Lecturer, DePaul University School of Law, Chicago, Illinois (2001-2003)
  • "Final Regulations for Partnership Mergers and Divisions: a Compromise of Form and Substance," Co-Author, Journal of Passthrough Entities (May-June 2001)
  • "Segregating Assets Within a Single Partnership: Delaware Series Partnerships and LLCs," Co-Author, The Tax Magazine (March 2000)
  • "Proposed Regulations for Partnership Mergers and Division, Comments," Co-Author, American Bar Association, Tax Section

  • Top 25 OZ Influencers, Category for Top 25 Attorneys, Opportunity Zone Magazine (2019)
  • Top Lawyers, Renewable Energy Law, AZ Business Magazine (2013)

 

  • Dentons LLP, Attorney, Chicago, IL
  • University of Illinois-Chicago, Graduate Program of Accountancy, Adjunct Professor
  • United States District Court, Northern District of Illinois, Federal Judicial Extern to Hon. Wayne Andersen

  • Arizona
  • Illinois

  • Supreme Court of Arizona
  • Supreme Court of Illinois
  • United States Tax Court