John is a tax service provider who is a passionate Investment Partnership expert. His areas of practice include venture capital entities, family limited partnerships, and other investment related partnerships. His expertise is in advising general partners on the application of their operating agreements (including allocation driven agreements in compliance with 704 regulations and distribution/target allocation driven agreements), commenting on adjustments to operating agreements to meet the goals of the partners, and consulting on partnership distributions to optimize tax efficiency while also complying with the distribution provisions of partnership. Alongside the entity work comes related individual clients; venture capital fund managers, high net worth individuals, and family groups sharing investment opportunities through family limited partnerships.
- 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