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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

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 >>

An Ounce of Prevention: The Case for Effective Internal Controls

There really is no understating the importance of implementing effective internal controls. With a solid system of controls in place, you can be reasonably sure that your employee benefit plan is achieving and maintaining compliance with regulatory requirements and. Read More >>

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