John Lowrie
Tax Partner
A passionate expert in investment partnerships, John works extensively with venture capital entities, family limited partnerships, and other investment focused structures. He advises general partners and founders on the design and interpretation of operating agreements, including allocationdriven arrangements compliant with Section 704 regulations and distribution or targetallocation methodologies. His approach blends deep technical knowledge with practical guidance, ensuring partnership distributions are optimized for tax efficiency while remaining fully aligned with governing documents.
John’s practice naturally extends to the individuals behind these entities—venture fund managers, venture‑backed founders & executives, and their families navigating complex wealth. He provides tailored planning strategies to help clients manage concentrated positions (including maximizing QSBS exclusion), multi‑entity investment activity, and the tax implications that accompany rapid financial growth.
- Master of Science in Taxation, San Jose State University
- Bachelor of Science in Finance, Arizona State University
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants