Jeff has more than 20 years of experience.

Jeff’s areas of expertise include federal and state planning and compliance for mid market corporations, partnerships, closely-held businesses, individual tax compliance and planning, trusts, nonprofit taxation, and insurance and investments. Industry areas of focus include construction, manufacturing, distribution, professional services and non-profit companies.

Awards & Honors

• PICPA, Community Service, 2007
• PICPA, Distinguished Service, 2002

Publications & Presentations

• Local tax committee presentation on Act One, presented to LITA year at end conference.
• Interview tax tips on WPXI & Pittsburgh Talks
• Quoted in New York Times, Pittsburgh Post Gazette, Better Homes & Gardens, Pittsburgh Business Times on various tax tips/topics

 

Education

• Certified Public Accountant in Pennsylvania
• BA – Accounting & Economics, University of Pittsburgh
• Insurance license, State of Pennsylvania
• MS – Taxation, Robert Morris University

Professional Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Estate Planning Council
• Allegheny Tax Society
• American Institute of Certified Public Accountants, Taxation section
• Pennsylvania Institute of Certified Public Accountants, President Pittsburgh chapter, 2008–2009
• Pennsylvania Institute of Certified Public Accountants, Local taxation committee
• Pennsylvania Institute of Certified Public Accountants, State tax committee – 2005 – present
• North Allegheny Foundation, Trustee, Treasurer
• North Pittsburgh Youth Hockey, coach/assistant coach