About The Instructor
Tristen is a Tax Managing Director in BDO's Private Client Services. She has more than 15 years of experience providing holistic tax planning and compliance services to founders, entrepreneurs, executives, closely held entities, trusts, and family offices. Tristen has worked closely with several individuals on the Forbes list including a single- family office worth over $7 billion and several entrepreneurs worth over $1 billion individually. Her areas of experience include income and estate planning and consulting, Qualified Small Business Stock optimization, advising on the transfer of assets to trusts, philanthropic planning, strategic family gifting, state residency planning, and many other tax minimization strategies. She also has extensive experience with complex international structures, participated in numerous restructuring projects, and has consistently been successful represented clients before the IRS with favorable outcomes.Tristen serves executives and entrepreneurs across all industries including technology, manufacturing, retail, agriculture, healthcare, hospitality, and real estate.