Scott is a tax director based in Baker Tilly’s Orange County, California office. As a respected tax professional, Scott focuses on delivering comprehensive solutions for public and privately held companies. His particular areas of expertise include real estate and pass-through entities.

Scott is a tax director based in Baker Tilly’s Orange County, California office.

Bachelor of Science in accounting
University of South Florida 

Specializes in pass-through entity taxation, real estate investment trusts (REITs), real estate investment, ownership, management and construction 

Advises on structuring of entities, mergers, transactions, accounting methods, and debt workouts 

Provides consulting and planning services for S-corporations, partnerships, limited liability companies, REITs, individuals, and funds 

Experience includes transactional structuring, including the use of partnerships and corporations, to minimize and defer federal and state taxes 

Advises clients regarding tax efficient methods of acquiring and disposing of assets and businesses, specifically, luxury hotel owners and hotel management company contracts with hotels 

Assists REIT hotel owners with entity structuring in conformity to U.S. REIT tax laws 

Collaborates with the development of transfer pricing models as it relates to hotel management services 

American Institute of Certified Public Accountants (AICPA) 

California Society of Certified Public Accountants (CalCPA) 

Baker Tilly is proud to serve as a bronze sponsor of the Information Management Network (IMN) 11th Annual Real Estate CFO & COO Forum (West), a two-day event where CFOs, COOs, tax and accounting officers, controllers, treasurers and more will converge for a program packed with insights from real estate developers, funds, lenders, REITs, and operations. Don't miss our speaking session! Hear from Baker Tilly's Howard Kang as he speaks on a panel: Advancements in Fund Administration Thursday, May 2, 2024 from 11:15 a.m. - 12:00 p.m. PT Which services are best outsourced to a fund administrator?  What do emerging managers need to know?  How do fund administrators and GPs utilize technology to make administrative functions more efficient?  What do most real estate CFOs find most valuable in terms of CFO advisory services?  How are CRE companies managing their balance sheets to reduce overall costs?  Who bears the brunt of responsibility for transparency: the fund administrator, or the investment committee, risk, compliance or operations functions? Register for the conference

Scott L. Jackson

Location

Orange County, CA

Education

Expertise

Scott's upcoming events

Conference

IMN 11th Annual Real Estate CFO & COO Forum (West)