BBD Welcomes Jim Lelko to the Firm's Investment Management Tax Group
Posted by admin Mar 2, 2021 4:15:49 PM
BBD is pleased to announce that James S. Lelko, CPA, MST has joined BBD's Investment Management Tax Group as a director.
The addition of experienced talent, like Jim Lelko, is integral to BBD’s unique vision for serving the industry. Unlike our competitors, BBD is structured to enable our most senior industry experts to serve our clients as hands-on, collaborative partners. Lelko joins an already deep bench of investment management audit and tax experts at BBD who are deeply committed to delivering an unmatched client experience.
Jim bringsmore than 30 years of tax experience within the investment management industry to BBD, including more thanadecade as a tax partner within a Big Four firm.
Hemaintains significant expertise with the issues and trends related to investment company taxation, including for:
Cayman Islands registered funds
Private equity funds
Venture capital funds
As a partner within a Big Four accounting firm, Jim managed a team of 140 tax professionals.
Jim’s experience within the investment management industry also includes:
Determining year-end distribution requirements for regulated investment companies.
Developing offshore fund structures for private investment fund sponsors
Speakingat various conferenceson tax-efficient investing for private funds
Effectivelyidentifying connected income issues for non-U.S. investment platforms
Workingwith the IRSontaxcontroversies and other audit matters for private investment funds
Jimis a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. He is a graduate of Cleveland State University, where he earned a Bachelor of BusinessAdministrationdegree with a major in finance. He also earned a Master of Science degree in taxation from Northeastern University.