As a Vice President and Shareholder at J.L. Bainbridge, Ryan is responsible for prospective client identification and portfolio management. As a member of the investment team, he participates in the identification and review of companies and instruments considered for investment. As a Certified Public Accountant, he also provides expert advice to clients on a variety of tax issues pertaining to personal, corporate and estate and trust taxation.http://jlbainbridge.com/

https://www.pinesofsarasota.org/

The Sarasota Kiwanis Foundation is a 501(c)(3) that primarily supports projects and organizations for the youth and elderly of the greater Sarasota County area. As treasurer, I am in part responsible for the oversight of the foundation's finances, endowment, and grant-giving procedures. https://www.sarasotakiwanis.org/

Experienced in developing customized tax efficient financial plans, focused primarily on meeting the financials needs of a desired quality of life and principal preservation of invested assets. Experts in appropriate asset allocation across qualified and non-qualified funds.

Experienced in the preparation of corporate, partnership, trust, and individual tax returns. Consulted on corporate and partnership formations, dissolutions, and liquidations. Assisted in divorce proceedings including asset FMV calculations and pro-rata allocation. Consulted on international expansion of closely held corporations and tax consequences to existing and prospective shareholders/partners. Conducted tax planning sessions with clients aimed at minimizing tax liability through creative corporate structure and retirement planning.Implemented processes to expand target client recognition of the firm, including educational seminars, newsletter, and personal meetings. Educated both current and prospective clients on pertinent changes in tax laws regulations including potential ramifications thereof.