Geoffrey Kimmel
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
Understanding IRS Notice N-2023-67
The U.S. tax code is an evolving landscape, especially when it comes to sustainability and energy-efficient housing. That's why IRS Notice N-2023-67 has become a …
Why Cost Segregation Is a Key Logistics Tax Strategy
In the demanding world of logistics, where every cent counts, cash flow optimization is crucial. Sure, it's essential to trim expenses and enhance efficiency, but …
Important Update on IRS Moratorium on Employee Retention Tax Credit Claims
The IRS issued a notice on Thursday, September 14, 2023 advising taxpayers that a temporary moratorium has been placed on the processing of Employee Retention …