Biography
Jeff has over 14 years of professional tax experience with over a decade of Big 4 accounting experience heavily based in accounting for income taxes (ASC 740) and assisting clients with significant transactions including initial public offerings, business combinations, divestures, etc. Jeff is the leader of CLA’s National Accounting for Income Tax Group (NAIT), he is regularly consulted on the application of ASC 740 and IAS 12 involving various topics such as business combinations, equity compensation, and intraperiod allocation for attest and non-attest clients.
Technical experience
• Leader of CLA’s National Accounting for Income Taxes (ASC 740) group
• International Accounting Standards 12 (IAS 12)
• Initial Public Offerings (IPOs) & Special Purpose Acquisition Companies (SPACs)
• Two years within a Big 4 National Income Tax Accounting Office
Education and professional involvement
• Bachelor of science in accounting San Diego State University
• American Institute of Certified Public Accountants
• Certified Public Accountant in the states of Utah and California
• CalCPA Society of Certified Public Accountants
• Utah Association of Certified Public Accountants
Publications
• “FASB Issues New Guidance on Improvements to Income Tax Disclosures”, CLA Regulations, December 2023
• “New Consolidated Appropriations Act Brings Changes Across Industries”, CLA Tax Strategies,
January 2023.
• “Pass-Through Entity Taxes May Require U.S. GAAP Considerations”, CLA Tax Strategies, December 2021.
Speaking engagements
• CLA Livestream Series
• Tax Executives Institute sessions