A Principal in BerryDunn’s Tax Consulting and Compliance Group, Jeff has significant experience in financial products taxation, mergers and acquisitions, multi-state 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.
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
- Multi-state taxation
- Mergers, acquisitions, and divestitures
- Consolidated corporate tax returns
- Stock compensation
- Bank tax matters