A Principal in BerryDunn’s Tax Consulting and Compliance Practice Group, Jeff has significant experience in financial products taxation, mergers and acquisitions, multistate taxation, stock compensation, and bank tax matters. He has consulted with clients on a variety of matters including tax allowance for loan losses when approaching $500 million, bad debt conformity elections, tax accounting for nonaccrual interest, municipal lending pricing strategies, private foundation planning, information reporting requirements, deferred compensation, director compensation, corporate restructuring and capital infusion, business combinations, like-kind exchanges, capital formation, LIFO planning, cost segregation studies, tax credit planning, and a variety of other tax matters.
Prior to joining BerryDunn, Jeff was the chief financial officer of a private equity fund. While there, he led the tax due diligence team, managed financial reporting and planning with respect to limited partner relationships, acted as interim CFO for various portfolio companies involving operating and capital budgets, strategic planning, financial reporting, tax compliance, and feasibility studies and worked with portfolio company management teams to achieve long-term and short-term business objectives.