Geoffrey S. Jacobson
CPA
About
Expertise
Articles
Geoffrey is a Manager in our Assurance and Advisory Services department, where he focuses on accounting, auditing, and related services for privately held companies. In addition, he specializes in audits of employee benefit plans. Geoffrey’s responsibilities include coordinating all aspects of the attest relationship, from the audit planning process to the issuance of financial statements, as well as providing support to engagement teams for financial consultation and other special projects.
Geoffrey was with Libman, Goldstine, Kopperman & Wolf, Inc. for over 13 years before joining BMF, and previously served with an international accounting firm.
Specializations
- Manufacturing & Distribution
- Transportation
- Professional Services
- Real Estate
- Elder Care
- Medical / Medical Equipment Back Office Support
- Employee Benefit Plans
Education
- Bachelor of Business Administration, Cleveland State University
Certifications
- Certified Public Accountant
Professional and Civic Memberships and Activities
- American Institute of Certified Public Accountants (AICPA), member
- Employee Benefit Plan Audit Quality Center (AICPA), member
- Ohio Society of Certified Public Accountants (OSCPA), member
- Notre Dame Cathedral Latin Schools, audit committee
- Trinity Cathedral / Charlie Comella Urban Farm, volunteer
Unlocking Your 401(k) Match Potential: Strategies for Success
Offering matching contributions in your 401(k) plan serves dual purposes: it’s a valuable benefit for your employees and a catalyst for their retirement planning journey. However, striking the right balance between affordability and effectiveness is key. Let’s explore how. Read More >>
IRS Launches Pilot Pre-Examination Retirement Plan Compliance Program
In its June 3, 2022, Employee Plans Newsletter, the Internal Revenue Service announced a pilot compliance program affecting retirement plans and their sponsors. Under this pilot program, the IRS will notify a plan sponsor by letter 90-days in advance. Read More >>
401(k) Plan Loans: What Are Employees’ Options When They Depart?
Employees who have outstanding 401(k) plan loans when they leave their job are sometimes faced with the difficult quandary of needing to repay the loan in full within 60 days of termination of employment. If the loan isn’t repaid. Read More >>