Experienced in tax compliance and consulting services for closely-held businesses and their owners in the manufacturing, real estate leasing and development, professional practice, and various service industries.
EXPERIENCE
Jeff specializes in tax consulting services for closely-held businesses and their shareholders and officers, and is a Level II Certified Indiana Assessor-Appraiser. Areas of service and consulting include:
• Multi-state tax planning and compliance
• Indiana tax planning and compliance – Income, Real,
Personal, Property, Sales
• Corporate tax planning and preparation
• Individual income tax planning and preparation
• Partnership/Limited Liability Company tax planning
and preparation
• Retirement plan consulting and testing
PROFESSIONAL MEMBERSHIPS
Indiana CPA Society (INCPAS)
(Chair of Tax Resource Advisory Council)
American Institute of Certified Public Accountants (AICPA) Michigan Association of Certified Public Accountants
COMMUNITY INVOLVEMENT
Family and Children's Center, board of directors and vice chair of The Children's Campus
Lifetime Education and Research Network (LEARN), board member and Treasurer
Michiana Miracle, board member and Treasurer
Boy Scouts of America, assistant scoutmaster, Troup 584
INTERESTS
Jeff is a frequent lecturer and writer on the subject of state & local taxation. He is an adjunct professor in the Mendoza College of Business at the University of Notre Dame and Indiana University Indianapolis.
EDUCATION
University of Notre Dame
B.B.A. in Accounting M.B.A. in Taxation with high honors
