Services
Industries
Overview
Bee is a Director in our Tax Group with more than 20 years of expertise in tax services. He excels in strategic tax planning and compliance for closely held businesses and their shareholders, including professional service firms, and manufacturing and distribution clients with S corporation, C corporation and partnership structures. He also provides tax guidance to high-net-worth individuals.
He collaborates closely with business owners and officers to address complex tax and business issues, developing and implementing tax-saving strategies and projections to help clients manage their cash flow effectively.
Bee oversees federal, state and international tax compliance and planning, represents clients before the IRS and various state and local tax authorities, and devises international tax strategies for multinational businesses.
Additionally, Bee has significant M&A tax experience, covering both the buy and sell sides, including due diligence, pre-closing and post-transaction compliance, net cash flow analysis, transaction structure and purchase price allocation.
Services
Industries
Overview
Bee is a Director in our Tax Group with more than 20 years of expertise in tax services. He excels in strategic tax planning and compliance for closely held businesses and their shareholders, including professional service firms, and manufacturing and distribution clients with S corporation, C corporation and partnership structures. He also provides tax guidance to high-net-worth individuals.
He collaborates closely with business owners and officers to address complex tax and business issues, developing and implementing tax-saving strategies and projections to help clients manage their cash flow effectively.
Bee oversees federal, state and international tax compliance and planning, represents clients before the IRS and various state and local tax authorities, and devises international tax strategies for multinational businesses.
Additionally, Bee has significant M&A tax experience, covering both the buy and sell sides, including due diligence, pre-closing and post-transaction compliance, net cash flow analysis, transaction structure and purchase price allocation.
Proactive
Bee’s client-focused approach and ambition perfectly align with ORBA’s values and goals. He consistently offers a client-centered perspective and innovative tax solutions to our clients.
Outside of the Office
Outside of the office, Bee cherishes spending time with his wife and kids, fully immersing himself in their travel adventures. You may find Bee on a river or lake in the spring and summer catching both sun rays and fish.
Languages
- Hmong
Certifications & Licenses
- Certified Public Accountant
Memberships & Affiliations
- Wisconsin Institute of Certified Public Accountants (WICPA)
- American Institute of Certified Public Accountants (AICPA)
Education
- MST, Taxation, University of Wisconsin- Milwaukee
- B.S., Accounting, University of Wisconsin- Milwaukee
