Rich McDonnell

About Rich McDonnell

BPM LLP from December 2007 - working with VC general partners and limited partners, entrepreneurs who are selling their company or who are starting their next company, corporate executives, individuals with stock option and other equity based compensation, high net worth individuals, expatriates working around the world and inpatriates entering into the US - on their individual tax planning and compliance. Completing stock option educational presentations at companies whose finance or HR teams want to educate their employees on the benefits, risks and taxation of Incentive Stock Options and Non Qualified Stock Options, either at the start up stage, going through a tender offer, in the process of their IPO, or coming out of lock-up.Multiple years: Firm Board, Private Company Services Leader, Community Outreach LeaderPrior experience at PricwaterhouseCoopers (Coopers & Lybrand) for over 20 years for individual tax, both domestic and international, working out of NY 2 years, NJ 6 years, Tokyo 5 years, and San Jose 7 years.Specialties: Individual Taxation (Domestic and International)

Experience

1. Tax Partner, Industry Group Co-leader Private Client Services, Community Outreach Liaison Leader

   BPM LLP

   Dec 2007 — Present · Menlo Park, CA, US

   Individual Tax Compliance and Planning & Personal Financial PlanningTax Planning and Compliance, Tax Audits, Expatriate Tax and Foreign National Tax, Stock Option Planning, Compensation Taxation Review, Estate Planning.

Education

• Pace University - Lubin School of Business

  BBA, Public Accounting

  1983 — 1987

Skills

• Finance
• Financial Planners
• Financial Reporting
• Stock Option Educational Seminars for Company Employees
• Accounting
• Retirement Planning
• Financial Analysis
• High Net Worth Individuals
• Tax
• Cpa
• Estate Planning
• Strategic Financial Planning
• Corporate Tax
• Tax Research
• Compliance
• Employee Benefits
• Tax Accounting
• Financial Planning
• Income Tax