Jeffrey is a Partner and leader of AAFCPAs’ Commercial Practice, providing proactive audit/assurance, tax, and advisory solutions for closely-held and privately-owned businesses. His diverse commercial client base includes: professional service firms, technology companies, publishers, and manufacturers/distributors. Jeffrey strives to use the audit process as a fulcrum to leverage opportunities and to provide high-value, creative services to his clients. He has significant experience advising clients on economic and tax implications for key transactions, as well as new or complex applications of accounting pronouncements. He is a member of AAFCPAs’ Revenue Recognition and Lease Accounting Task Forces, providing technical accounting advice regarding understanding new standards, assessing the impact, and guidance on implementation and transition. He has extensive expertise advising employee benefit plan fiduciaries, including those offering 401(k), 403(b), defined benefit plans, and profit-sharing plans.
Accounting Background Checks Business Planning Cannabis Coaching Consulting Coronavirus Corporate Law COVID-19 Data Data Security Digital Marketing Employment Law Entrepreneurship Estate Estate Planning Family Business FEI Finance Financial Planning healthcare Hiring Insurance IT Law Law Firm Leadership Legal Litigation Manufacturing Marketing Medical Medical Devices Politics Remote Employees Reopening Returning Workforce Return To Work Sales Screening Small Businesses Staffing Technology WFH Work From Home