Geoffrey Kimmel

Client Development Director

Geoff has an extensive financial services background including service in the specialty tax, commercial banking and insurance industries. Since 2010, he has consulted heavily with ETS clients to identify, qualify and capture tax benefits. Prior assignments included managing Treasury Management consulting teams serving clients ranging from Small Business to Fortune 500 companies designing and delivering custom-developed operational, systems and process improvement solutions. He has personally consulted with American Express, US Air, Comcast and Merrill Lynch as well as numerous firms ranging from small business to Fortune 500. As CFO and Board Member for a regional bank, he managed all bank operations and financial activities. He was part of a select team that redesigned all treasury practices for the City and County of Denver. Frequent speaker at industry events, with individual and firm- wide CEU and CPE sessions on a variety of topics.Geoff holds graduate and undergraduate degrees from Drexel University.

 

Articles: Recent

auto services business

Maximizing Tax Savings in Auto Services Properties: Insights from a Nevada Case Study

Real estate investors often look at auto services facilities as solid, income-generating investments. These properties are typically in high demand, serve a broad customer base, ...

Welcoming Julienna Viegas to Engineered Tax Services

We are thrilled to announce the newest addition to our team at Engineered Tax Services—Julienna Viegas, who joins us as Client Service Director. Julienna brings ...
commercial insurance provider

The Benefits of Streamlining Property Insurance and Cost Segregation for Real Estate Investors

Real estate investing can be highly rewarding, but it also comes with a host of complexities that can overwhelm even the most experienced investors. From ...

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