Considerations for Growth Oriented Closely Held Businesses
Ian's presentation will touch on the following:
- Concurrent tax planning for growing businesses and their founders
- Ensuring enterprise structure reflects changes in business size, opportunities, and risk
- Tax accounting for expanding businesses
- Exit planning for estate planners and when it’s time to sell
Ian is a tax principal at BDO USA, providing various tax services to our San Diego and Los Angeles clients. These include tax consulting and compliance services for closely held family businesses, tax-efficient family office tax structuring and planning, sell-side tax due diligence, and business succession planning strategy.
Ian has also worked with various private equity-sponsored operating partnerships throughout his career.
In addition to serving the local Southern California market, he will also serve as a resource for BDO’s other offices in the West region.
Ian has over 17 years of professional experience serving clients in various industries, including real estate, retail and restaurant, manufacturing, wholesale and distribution, media and entertainment, bioscience, and technology.
NOVEMBER MEETING SPONSOR
