JD has extensive experience supporting private equity and family office clients, with a primary focus on 1099 compliance, Bureau of Economic Analysis (BEA) filings, and a range of foreign filings, including Forms 8621, 8938, and Schedules K-2 and K-3. He is also a key contributor to investor onboarding documentation services, overseeing the preparation, validation, and remediation of IRS Forms W-8 and W-9, CRS self-certifications, and withholding statements.
JD earned a Master of Business Administration from the University of California, Los Angeles and a Bachelor of Science in Management Science from the University of California, San Diego.
MBA, University of California, Los Angeles
BS, Management Science, University of California, San Diego
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Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.