Life Science Washington Institute’s Lunch & Learn webinar series is focused on answering the burning questions researchers and entrepreneurs have as they grow their idea from concept to commercialization. Each session, we will cover a different topic with a discussion led by a subject matter expert or experienced entrepreneur. These events are free and open to any one interested in learning more about startups and entrepreneurship!


Dec 8 for the Final Event in our Fall Series! – More will follow in January with the Winter/Spring Series

December 8 Lunch & Learn

Topic: Building Flexibility Into Entity Formation and Other Early Stage Tax Considerations

When: Please note the new date! Wednesday, December 8 from 12:00-1:00 PDT

Where: Hosted Virtually – please note that these events are NOT recorded

Description: The choices surrounding which type of legal entity through which to operate can have long term and significant implications for all company stakeholders. Furthermore, not all legal entities share the same tax characteristics. Legal entity formation and other early stage tax decisions can be critical to many downstream events, including after-tax cash flows for financing rounds, transactions, and other liquidity events. With flow-through options such as LLCs and S Corporations potentially providing shareholders and owners with annual personal tax benefits in the form of pass-through deductions and tax rate structure preferences, and corporate options potentially providing large tax savings down the road in the form of a Qualified Small Business Stock taxable gain exclusion, the choice should be weighed carefully. Join Moss Adams subject matter experts to learn more about how to navigate the dynamics of the legal entity formation decision process.

Who should attend?  

This free Lunch & Learn event, sponsored by Moss Adams, is for any entrepreneur starting a company or researcher thinking about starting a company.

Cost: LSW Institute Lunch and Learn events are offered at no cost to you, thanks to the generous support of our sponsor companies! This Lunch and Learn is sponsored by Moss Adams.

 

MODERATOR: Jeremy Kuhlmann, Partner| Moss Adams

Jeremy has practiced public accounting since 2004. He primarily serves life science, technology, and advanced manufacturing companies, completing financial statement audits and public company audits for venture-backed, early-stage startups; multinational public entities; and more.

Jeremy has extensive experience with complex accounting and financial reporting matters, including revenue recognition, stock-based compensation, and debt-equity transactions. He also has expertise in public filings, including initial public offerings.

Before joining Moss Adams, Jeremy spent 16 years at a full-services accounting firm, where he focused on serving clients in the life science and manufacturing industries.

 

PANELIST:

Casey Moore, Tax Senior Manager – Moss Adams

Casey has been in public accounting since 2007. He primarily serves clients in the technology and life sciences industries, focusing on federal, state, and international tax issues. His expertise includes accounting for income taxes, mergers and acquisitions, and start-up company tax matters. Prior to joining Moss Adams, Casey spent several years in private industry, primarily in the technology sector.

 

PANELIST:

Jose Romero JD, Director, Federal M&A Tax

Jose has worked in public accounting since 2004. He advises and represents corporate and private equity clients in a variety of tax matters related to corporate transactions. He has experience in tax due diligence and tax structuring, as well as the federal tax aspects of restructuring, integration, and legal entity simplification. He also addresses consolidated returns issues, tax attribute planning (e.g., Section 382), stock basis and E&P computations, distressed company planning, debt planning, transaction costs, and like-kind exchange transactions, as well as puts together tax models analyzing cash taxes, attributes, stock vs. asset sales, and purchase price allocation.

Prior to Moss Adams, Jose worked at the Big Four, where he focused primarily on providing M&A tax services for clients in a wide range of industries. He led numerous domestic and international tax deal teams on transactions ranging from a few million dollars to multi-billion dollars.

 

About our Sponsor: 

 

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity.

With more than 3,400 professionals across more than 25 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition.


Contact Aylin Kim, Manager of Entrepreneurship, with any questions or for more information aylin@lswinstitute.org!