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Jeffrey A. Ring

Principal | CPA

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.

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.

Experience highlights

Jeff helps clients with a variety of issues, including:

  • Tax compliance
  • Tax planning
  • ASC 740 (tax accrual and related)
  • Financial products taxation
  • Transaction planning
  • Multistate taxation
  • Mergers, acquisitions, and divestitures
  • Consolidated corporate tax returns
  • Stock compensation
  • Bank tax matters

Presentations

  • Far and Wide: Understanding Your Federal and State Tax Liabilitiespresented at BerryDunn's 5th Annual New England Banking Workshop
  • PATH to Understanding Federal Tax: A 2016 Update of Federal Tax Laws, presented at 2016 Financial Managers Society Finance and Accounting Forum
  • Understanding State Nexus: Credit Union UBIT Tax Update, presented at 2016 Financial Managers Society East Coast Regional Conference
  • Gain Control of Your Tax Planning, presented at BerryDunn's What's New in New England Banking Seminar

Memberships and Committees

  • American Institute of Certified Public Accountants
  • Maine Society of Certified Public Accountants

Insights

Articles

Podcasts

Press Releases

Resources

Success Stories

Education

BS, University of Massachusetts Amherst

MST, Bentley University

Certifications

  • CPA