Jeff is a partner in the Employee Benefit Plan Services Group of Frazier & Deeter. His areas of expertise include employee benefit plan audits as well as compensation and employee benefits tax matters. Jeff brings more than 18 years of experience with qualified plans, welfare benefit plans, nonqualified plans and executive compensation issues. This experience is supported by a solid understanding of ERISA, DOL and IRS requirements and compliance, correction of plan defects, and reporting and disclosure in all areas of employee benefit plans.
Jeff offers public and private companies plan audit knowledge combined with a strong ERISA and plan operations background. This combination provides a full service product to clients, covering virtually all aspects of a company’s employee benefit plan. During his career, Jeff has performed plan audit and/or tax review/consulting services for over 800 different companies with plan asset bases ranging from five hundred thousand to five billion. Jeff also consults with clients to ensure that the compliance and structure of their plans are appropriate and in line with the overall business strategy.
Before joining Frazier & Deeter, Jeff was director of the employee benefit plan audit practice for the State of Florida for Ernst & Young, LLP. During his tenure at Ernst and Young Jeff was also a senior manager in the firm’s Human Capital Consulting group. As a human capital consultant, Jeff developed the employee benefit plan audit tax review process which is currently used by the firm nationally. His combined audit, tax and consulting background made Jeff the go to individual nationally with regards to operational issues discovered during plan audits. Prior to his 10 years with Ernst &Young Jeff worked with another national firm in the tax department both preparing and reviewing various tax returns (including not for profit informational returns) and assisting with employee benefit plan reporting and consulting.
Jeff has spoken at the AICPA National Employee Benefits Conference and was an annual speaker at Ernst and Young’s National Employee Benefit Plan Services Group Forum.
Professional and Civic Organizations
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Florida Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants
Bachelor of Science in Business Administration, George Mason University, Fairfax, VA, 1983, graduated with distinction.
Bachelor of Science in Accounting Equivalent, University of Central Florida, Orlando, FL.