Entrepreneurial minded and "outside the box" thinking tax advisor (yes they do exist!) who is passionate about helping founders, general partners, investors and business leaders with their tax, financial and other business issues from the startup to the exit stage.Where I provide the most value is with individuals (founders, venture capital GP's, investors, executives, unicorn employees) and businesses (venture capital, technology, science, professional services) where my experience can help clients:- Maximize the tax benefits of carried interest and Section 1202 Qualified Small Business Stock (QSBS)- Minimize taxation through tax efficient stock option exercise strategies- Analyze complex transactions and buy/sell events for tax minimization strategies- Analyze eligibility of complex tax benefits such as the R&D credit and the 199A 20% QBI deductionSpecialties:- QSBS eligibility and maximization- Carried interest, management fee waivers- Sale/Purchase transactions- Formation planning- Stock based compensation tax issues- Multi-state and International tax planning- Trust and estate planning
Listed skills include Tax, Cpa, Start Ups, Accounting, and 40 others.