Tax Planning for Tech Founders and Entrepreneurs

You are invited to join an insightful discussion on advanced tax strategies for Tech founders, executives, entrepreneurs and investors.   

VPTax along with a colleague from CAPTRUST will present on various strategies to address typical tax concerns for founders. Most really good tax planning requires setting up the proper ownership structure and then letting it age as the company grows. We will focus first on exit planning from a business, then on best practices in estate and wealth planning . 

The presentation will address tax issues dealing with multiple business entity types including C Corps, S Corps, and Partnerships. We will discuss how to best maximize the benefits from “Qualified Small Business Stock” (“QSBS”) and how to preserve that benefit. Additionally, we will discuss how to use a partnership to enhance the tax basis in your business ownership. This strategy can work together with QSBS. Additionally, we will discuss the use of trusts, what they can and can’t accomplish in tax planning and particularly in estate planning. The goal is to help founders hold and age their wealth in the proper ownership structures.

Event Agenda on February 26th:

11 AM - Networking

1130 AM Lunch

12 to 1245 Presentation from VPTax.   

1245 to 1 PM Q&A with the tax experts from VPTax.

1 PM Finish up

The event will be at the Silicon Slopes HQ in Lehi: 

Silicon Slopes HQ

2600 West Executive Parkway Suite 140

Lehi UT 84043 

Our Speakers:

Lynn Ames:

Lynn has been a tax consultant for many years with several firms. Lynn is currently in the role of CEO for VPTax, a tax only firm providing services to start-ups and flow-through entities. Previously, Lynn consulted with the wealth management firm CAPTRUST, the number one rated RIA in the country. Before CAPTRUST, Lynn was a partner at EY where he ran the tax practice for the Salt Lake City Office for 14 years. Additionally, Lynn spent time as a tax director in Industry with a public company by the name of Ballard Medical Products. Previous to that, he spent seven years in tax with Deloitte.

Lynn is married to Becky Bennett, and they have 5 children who all married well, and from whom they have 12 beautiful grandchildren. Lynn has served on a variety of non-profit boards and has been very active in leadership in his church, including serving for three years as a mission president along with his wife in the Missouri Independence Mission. Lynn served on the Intermountain Research and Medical Foundation board for nearly 30 years and many years as chair. He also served on the operating board for Intermountain’ s Salt Lake Valley Hospitals. Additionally, Lynn previously served on boards with the Pioneer Park Coalition, Tanner Dance, and the Utah Debate Commission. Lynn is currently serving as board chair for Solutions Utah. This board is an advocacy group focused on the challenges of homelessness in our community, a cause in which Lynn is very passionate.

Lynn enjoys being active and loves to play tennis, pickleball, and especially golf. Lynn has played competitive golf since junior high days and continues to enjoy competing in various golf tournaments.

Nathan Burt, Executive Vice President, VPTax

Nate has accumulated 20 years of tax experience in both public accounting and private sector settings. He began his tax career at EY in Seattle and has served as head of tax for two public companies, including most recently as VP of tax at Pluralsight where he was instrumental in designing Pluralsight’s UP-C IPO. Nate joined VPTax as Executive Vice President and business tax lead early in 2024.

Brodie Barnes is a wealth management advisor based in Salt Lake City, UT.

Brodie joined CAPTRUST in 2017 from Knox Capital Group, the company he helped found in 2003. In his more than 27 years in the industry, he has focused on generating innovative and creative solutions that help business owners, affluent clients, and institutions plan for the future regarding retirement, investment management, wealth transfer, and benefit plans. Brodie was one of the youngest principals ever invited to join M Financial Group at the age of 29.

Brodie works as part of an integrated team that specializes in institutional benefit consulting, income tax planning, wealth transfer and estate planning, philanthropic planning, and asset management. His team serves high quality institutions, high-net-worth families and business owners. The team consists of a former Family Office head, former Big 4 tax partner, and deep institutional investment management expertise.

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