BMF Akron Office Closure Beginning May 1

Beginning May 1, our Akron Office will be closed to the public for renovations but will remain available to assist you. Contact your BMF Advisor or call 330.762.9785 to speak with someone who can help. We anticipate renovations taking several weeks, so stay tuned for updates!

Staff Photo

Geoffrey S. Jacobson



600 Superior Avenue East, Suite 925

Cleveland, OH 44114





Geoffrey is a manager in Assurance and Advisory Services, where he focuses on accounting and auditing, taxation, and related services for closely 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 planning process to the issuance of financial statements, as well as providing support to the engagement team 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.




  • Certified Public Accountant

Professional and Civic Memberships and Activities


  • Harmony
  • Responsibility
  • Developer
  • Empathy
  • Consistency

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?

September 18, 2018 Benefit Plans

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 >>

All Posts by Geoffrey