Jeff is a Shareholder in the firm’s Business, Tax, and Real Estate Department. He practices in the areas of Federal and State Taxation, Business and Securities Law, and Employee Benefits. Jeff provides a full range of services for new or current business owners, including helping business owners resolve issues with the IRS, the Ohio Department of Tax, the Department of Labor, the Securities Exchange Commission, state security regulators, and other state agencies.
Jeff has the skill and experience to assist clients in acquiring and selling businesses in a tax-advantaged manner, utilizing tax-free reorganizations and other tax deferral or reduction techniques. He has also helped many business owners raise capital using private placement security transactions.
Jeff has also worked with many employers to draft and negotiate different types of compensation programs, including but not limited to incentive stock options, nonqualified stock options, phantom stock, and other deferred compensation arrangements.
Jeff also assists many business owners in planning and preparing the sale or transfer of their business, including structuring management buyouts or transfers to the next generation.