Education

BBA - University of New Mexico

 

Overview

Ben is the principal-in-charge of tax services for the Phoenix Arizona office. He has more than 27 years’ experience as a highly respected business advisor and tax consultant to entrepreneurs and their businesses. As a principal with CLA, Ben’s entrepreneurial vision and tenacious insight has helped clients build and retain capital by leveraging tax saving strategies such as cost segregation, like-kind exchange planning, use of federal and state tax credits, tax deferrals, and asset disposition plans. His commitment to private clients and their unique needs has also contributed to the successful transition of family businesses to new generations. In addition, Ben’s persistence has benefited clients -and the profession - in a multiplicity of ways, including working with clients to create millions of dollars of tax savings. He is not afraid to tackle new problems and strives to create an atmosphere where others are encouraged to do the same.

Ben focuses on serving clients in the real estate industry. He has worked with Emerging Fund Managers and Sponsors, Private Family Offices, Private Equity Groups and business owners in the Southwest who acquire real estate including developers, investors and operators. He is highly knowledgeable in specialized technical areas such as mergers and acquisitions, business succession planning, pass-through taxation (partnerships and S Corporations), accounting method planning, and estate and gift planning.

Real estate technical experience

  • Like-Kind-Exchanges
  • Tiered Partnership Structuring
  • Partnership Profit/Carried Interest Design Structuring
  • Structuring of Foreign investment in US Real Property
  • Real Estate Incentives (Credits and Deductions)
  • Mergers and acquisitions

Upcoming speaking engagements

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Resources and event materials

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In the community

Member ULI Arizona

Member NAIOP Arizona