SPEAKING
Make complex decisions easier to see.
Interested in a conversation with Jeff for your business or professional group? Explore the topics below, then contact the team to discuss your audience, preferred language, format, and timing.
Topic inquiriesBusiness ownersProfessional groups
Tax Strategy Before the Transaction
How owners and investors can move tax review earlier — before a sale, acquisition, entity change or major money move.
Before the IRS Asks
A practical conversation about audit readiness, documentation, return-risk signals and defensible reporting.
The Future CPA Firm
How AI changes the professional-services production model — and why trust, workflow and domain judgment still matter.
Cross-Border Wealth & Pre-Immigration Tax
What internationally mobile families should examine before U.S. tax residency changes the rules.