Background
Jeffery has extensive experience in handling federal and state tax matters. Jeffery has obtained
extensive leadership training through CPA Connect and CPAmerica. He has a broad range of industry
experience working with companies from start-ups to those that have been established for years.
Jeffery is focusing his practice on sophisticated tax planning, estate planning, exit planning and business
valuations. Jeffery also appears as an expert witness in litigation matters.
Experience
- Provides corporate, partnership, individual and estate taxation services.
- Responsible for the growth, expansion and management of the firm’s business succession
planning segment. - Executes the firm’s marketing, information technology, strategic and human resource plans.
- Handle firm’s tax training to all professional staff.
- Active speaker to various organizations on a wide array of subject matter.
- Advise clients in all phases of financial planning including: fundamentals, insurance, investments,
tax planning, retirement planning and estate planning. - Perform business valuations, mergers and acquisitions due diligence services, and exit
planning services. - Serves as an expert witness in litigations
Professional and Community Services
- American Institute of Certified Public Accountants
- Illinois CPA Society
- National Association of Certified Valuation Analysts
- National Association of Estate Planners & Councils
- Chair, IL CPA Society Tax Executive Committee
- Board Member, Des Plaines Chamber of Commerce
Education and Licenses
- BS in Accounting, Bradley University 1992
- Master of Science in Taxation, NIU, 2008
- Passed uniform CPA examination, 1999
- Certified Financial Planner™ certificate, 2005
- Certified Valuation Analyst, 2007
- Accredited Estate Planner®, 2010
- Registered Representative for Avantax