TaxConnections


Jorge Otoya

President

Bird Education Specialists in Taxation, LLC
Cleveland, Ohio, USA

Continuing Education and Consulting

Professional Summary

Mr. Otoya has over 15 years of public accounting experience including working with real estate partnership clients. Prior to organizing BIRD CPE, Mr. Otoya was a member of the KPMG LLP National Tax Practice and also served as a national partnership expert for BDO, LLP. In these capacities, Mr. Otoya was responsible for developing and delivering firm-wide education courses and consulting on the federal tax consequences of complex partnership transactions, including planning for the formation of joint ventures, partnership allocations, mergers and acquisitions, incentive compensation, and sales and divestitures. Mr. Otoya lectures frequently on federal taxation matters, and has presented over 70 times during the past 6 years at local and national firm training and other seminars. He has served as a tax consultant for multiple Fortune 100 companies and large real estate funds.

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Languages

  • English
  • Spanish

Industry Experience

    • Education
    • Partnership Taxation
    • Real Estate

Interests/Hobbies

  • Studying the Classical Guitar
  • Keeping Fit
  • Watching movies

Social Media



Experience

Bird Education Specialists in Taxation, LLC
Cleveland, Ohio, USA
President
Continuing Education and Consulting
2013 - Present
At Bird Education Specialists in Taxation, LLC, Mr. Otoya is responsible for designing continuing professional education courses and for delivering these via seminars, the internet, and at CPA firms and other companies. He also assists other accounting professionals with federal tax partnership matters. These matters can vary in content and complexity and include for example, assisting with the preparation of partner tax allocations and other schedules, reviewing partnership agreements, advising professionals with respect to the formation of a joint venture, sale or divestiture of a partnership interest, or structuring partner retirement payments.
BDO LLP
New York, New York, USA
Senior Manager - Partnership Tax Consulting Group
CPA Firm
2011 - 2012
Mr. Otoya was responsible for consulting on complex partnership transactions, including the formation of joint ventures, partnership allocations, mergers and acquisitions, incentive compensation, and sale and divestitures and for developing and delivering firm-wide and local education courses.
KPMG, LLP
Washington, District of Columbia, USA
Senior Tax Manager - National Tax Practice
CPA Firm
2009 - 2011
Mr. Otoya assisted with consulting for partnership clients on a wide range of partnership tax issues, including such issues related to formation, operation, sales and divestitures, exit strategies, debt-workouts, and terminations. He also prepared partnership allocation schedules, liability allocation schedules, disproportionate distribution exchange tables, and basis step-up calculations.

Additionally, Mr. Otoya was responsible for reviewing technical memorandums for accuracy and inclusion in the firm-wide technical data base, and for developing and delivering firm-wide partnership training programs.
KPMG
Orlando, Florida, USA
Senior Tax Manager - Real Estate Group
CPA Firm
2005 - 2009
Mr. Otoya managed cross-functional teams in the delivery of timely and high-quality compliance and consulting services to partnership clients in the north and south Florida real estate tax practice, including managing the risk and financial performance of engagements.

Education

BS, Accounting 1995
University of Central Florida
Orlando, Florida, United States
MSA, Accounting 1996
University of Central Florida
Orlando, Florida, United States

Professional Certifications

Certified Public Accountant(CPA)
Active

Associations and Societies

  • American Institute of Certified Public Accountants
  • New York State Society of CPAs (Partnership and LLC Committee)
  • Florida Institute of CPAs
  • Ohio Society of CPAs

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