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DTSTART:20241120T013000Z
DTEND:20241120T040000Z
LOCATION:Pacific Club, 4110 MacArthur Boulevard, Newport Beach 92660
UID:2517120241120T013000ZConsiderations for Growth Oriented Closely Held Businesses
DTSTAMP:20260417T034906Z
DESCRIPTION:\n \n \nIan's presentation will touch on the following:\n 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 ------\n \nIan 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.\n \nIan has also worked with various private equity-sponsored operating partnerships throughout his career.\n \nIn addition to serving the local Southern California market, he will also serve as a resource for BDO’s other offices in the West region.\n \nIan 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.\n ------\n\nNOVEMBER MEETING SPONSOR\n \n[](https://www.smbcmanubank.com/)\n
SUMMARY:Considerations for Growth Oriented Closely Held Businesses - Orange County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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