Presenters

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Senior Manager, Tax Services, Baker Tilly 

Ryan is a CPA and trusted advisor to affluent individuals and families, and their closely held and family-owned businesses. More than 22 years of professional experience advising clients with regard to taxation, personal wealth planning, estate planning, and business consulting. Advanced degrees in taxation and estate planning. His specialties include federal and state tax compliance and planning for individuals, corporations, S corporations, and partnerships; personal wealth planning services; estate and trust planning; retirement planning.
 

[[{"fid":"83331","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Karri Lapin
Tax Partner, Baker Tilly

Karri is a partner in Baker Tilly’s tax practice. Karri’s work emphasizes tax consulting for high-net-worth individuals and families, as well as estate and trust matters and wealth transfer planning. She enjoys collaborating directly with clients and collaborating with teams of investment advisors and attorneys.

She has broad experience in tax compliance and planning for high-net-worth families and their closely held businesses, trusts and estates.
 

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Tax Managing Director, Private Client Services, BDO

Jeremy is a Managing Director with the BDO Grand Rapids Tax Practice.  He has over fourteen years of experience working with high net worth individuals in the areas of personal income taxation and planning, trust taxation and planning, gift taxation, and estate planning. Prior to BDO, Jeremy spent five years with the Big Four working primarily with affluent clients, as well as three years working for a local firm addressing the needs of clients and their family entities. 

Jeremy works with a diverse client base by providing numerous services including: research, estate and trust planning, tax planning, and wealth transfer planning. 
 

[[{"fid":"83341","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"4":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"4"}}]]Michael Pereira
Partner, Private Client, Cross Border Tax, KPMG

Michael joined KPMG in 1994 and is currently a Partner in the Global Mobility Services (GMS) practice, specializing in Private Client – Cross Border Tax. He has a focus on servicing high-net worth individuals and senior executives with complex U.S. and Canadian tax issues.

In addition to income tax planning and compliance, Michael provides estate and trust planning for U.S. citizens living outside the U.S. and has significant experience working with investment bankers, managers of hedge funds and private equity funds, who have complex compensation packages and complex investments. Michael leads a compliance team that specializes in U.S. information reporting for U.S. individuals living outside the U.S. or with investments outside the U.S. Prior to joining the GMS practice, Michael provided cross border U.S. and Canadian corporate tax services, which allows him to uniquely service individual clients with complex corporate structures.

Michael is also co-chair of the tax committee for the American Chamber of Commerce in Canada, an Editor for the Carswell Border Crossings Newsletter, and an active member of the Society of Trust and Estate Practitioners.
 

FOX Moderator

Scott Winget
Enterprise Market Leader, FOX

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.