Geoffrey S. Jacobson

CPA

Office

600 Superior Avenue East, Suite 925

Cleveland, OH 44114


216.373.2522
216.373.2501

About Geoffrey

Industry & Service Expertise

Articles

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.

Specializations

Education

Professional and Civic Memberships and Activities

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 >>

An Ounce of Prevention: The Case for Effective Internal Controls

May 25, 2016 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. Read More >>

Best Practices: Keeping Tabs on Service Providers

Selecting competent service providers and advisors is one of a plan sponsor’s most important responsibilities. But the responsibility doesn’t end there — the Department of Labor specifically tasks fiduciaries with periodically monitoring the activities of each service organization to. Read More >>