2012 Summer Conference

Title
Director
Company

Bio

Jeff is the local market leader for both the Exempt Organizations and Employee Benefits Tax Practices for Deloitte Tax LLP in Indianapolis. Jeff has over 22 years experience serving non-profit institutions including hospitals, health systems, foundations, colleges and universities, trade associations, and student loan organizations. Jeff consults with non-profit organizations on a variety of tax and compensation matters including tax-favored retirement programs, executive compensation matters, and charitable giving. He also has extensive experience in unrelated business income tax consulting, structuring joint ventures and similar transactions, performing mock IRS audits, and representing non-profit organizations during IRS examinations. Jeff has co-authored texts on the Intermediate Sanctions law and the new Form 990 and has been a frequent speaker on compensation and tax matters affecting healthcare and other non-profit organizations.

Jeff holds a B.S. in Accounting from Indiana University and an M.S. in Taxation from Drexel University. He serves on the AICPA Exempt Organizations Tax Technical Resource Panel and the AICPA Non-Profit Organizations Conference Steering Committee. Jeff also serves on the Board of Directors at Dress for Success – Indianapolis and is an emeritus member of the IRS Employee Plans TE/GE Council for the Great Lakes Region.