Ryan M. Wallace

Triangulating Subchapter K

Role
Managing Director - Strategic Tax Services - Partnerships at BDO
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ryan M. Wallace

Ryan is a Senior Manager in KPMG\'s national Partnership Transactions Group (PTG). Members of PTG work with clients operating in various industries around the world. His day-to-day responsibilities include overseeing the preparation of partnership capital account and allocation models as well as various other calculations unique to partnerships. In addition, he is available as a partnership technical resource as needed.Ryan has more than fourteen years of professional services experience providing partnership tax solutions to private equity, telecommunication, technology, real estate, construction, hospitality, oil and gas, family offices, as well as asset management clients. His background also includes helping corporate and individual clients determine partner level treatment with respect to partnership transactions and operations. These services are often provided in support of merger and acquisition teams, compliance engagements, litigation support, and initial public offerings. In addition to serving clients, Ryan has taken on various roles throughout his career with software teams in the development of proprietary partnership tax applications.

Experience

  1. Managing Director - Strategic Tax Services - Partnerships

    BDO

    Aug 2023 — Present · Dallas, TX, US

    We assist clients needing a wide range of tax services including tax compliance, tax planning, and tax advice relating to their business interests, investments and other financial-related assets. Our approach provides professionally prepared returns, related calculations and advice, as well as integrated tax planning.Our talented people and in-depth knowledge help you to effectively manage your requirements on a global basis whether you require our planning or compliance services. We have experience working with individuals and companies of all sizes across many aspects of the tax life cycle.

Education

  • Montana State University-Bozeman

    Master, Professional Accountancy

    2005 — 2006

  • Montana State University-Bozeman

    Bachelor of Science, Business - Accounting

    1999 — 2005

Skills

  • Individual Taxation
  • Tax
  • Tax Research
  • Microsoft Excel
  • Tax Advisory
  • Tax Accounting
  • Excel Models
  • Partnership Taxation
  • Accounting
  • Cpa
  • Technical Presentations
  • Corporate Tax
  • Visual Basic

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Ryan M. Wallace — Managing Director - Strategic Tax Services - Partnerships at BDO in Dallas-Fort Worth, TX, US | Unifers