Silicon Slopes Finance Chapter hosts a free luncheon on February 26, 2025 at Silicon Slopes HQ in Lehi. It will feature tax experts from VPTax and CAPTRUST who will speak on advanced tax strategies for tech founders and entrepreneurs.
Tax Planning for Tech Founders and Entrepreneurs
Silicon Slopes Finance Chapter will host a free luncheon on February 26, 2026. The topic is advanced tax strategies for Tech founders, executives, entrepreneurs and investors.
It begins at 11:00am.
Representatives from VPTax and CAPTRUST will present on various strategies to address typical tax concerns for founders. The presentation is intended to help founders hold and age their wealth in the proper ownership structures.
It will address tax issues dealing with multiple business entity types including C Corps, S Corps, and Partnerships. Presenters will discuss how to best maximize the benefits from “Qualified Small Business Stock” (“QSBS”) and how to preserve that benefit.
It will include a discussion on how founders can use a partnership to enhance the tax basis in business ownership. It is a strategy that can work with QSBS.
Additionally, the discussion will include the use of trusts, what they can and can’t accomplish in tax planning and particularly in estate planning.
The presentation will also address exit planning from a business and best practices in estate and wealth planning.
February 26 Event Agenda:
The event will be at the Silicon Slopes HQ in Lehi: Silicon Slopes HQ, 2600 West Executive Parkway Suite 140, Lehi UT 84043
While the event is free, the organizers request that attendees to register here.
Lynn Ames 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, Ames consulted with the wealth management firm CAPTRUST. Before CAPTRUST, Ames was a partner at EY where he ran the tax practice for the Salt Lake City Office for 14 years. Additionally, Ames spent time as a tax director in Industry with Ballard Medical Products, a public company. Previously, he spent seven years in tax with Deloitte.
Nate Burt 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. Burt joined VPTax as Executive Vice President and business tax lead early in 2024.
Brodie Barnes 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. Barnes was one of the youngest principals ever invited to join M Financial Group at the age of 29.