Jennifer Koopman

Managing Director @Forvis

Jacksonville, FL, US
MOBILE NUMBERS
+14•••••••28

Signup · Get unlimited contacts

WORK HISTORY

Jun 2022 — Present

Managing Director @Forvis

View department →

I\'ve continued on with FORVIS post Merger of legacy firms DHG and BKD. I serve my clients as a trusted business advisor and friend, with an intense focus on providing high quality tax guidance for the real world. I have experience working with a variety of clients in various industries, with a leaning toward mid to large size businesses and high net worth individuals. I have experience in many various industries, with a heavier focus on private equity groups, manufacturing and distribution, real estate and construction, service and retail, and high net worth planning and compliance. I assist these clients with legal structure analysis, merger and acquisition activities, state and local taxation, accounting methods, Federal credit and deduction planning, succession planning, and wealth protection planning. In my free time I enjoy teaching my daughter Cora about this new and exciting world, traveling to new locations with my family, days at the beach, and trying out new recipes with my husband Bobby (the Koopman household chef de cuisine). Specialties: Business tax planning, individual tax planning, tax compliance, purchase price accounting, mergers & acquisitions, state tax nexus studies, state and local tax planning, healthcare and professional service industries, construction and real estate, manufacturing and distribution, estate planning, Research & Development Credit, accounting methods and changes, and ASC 740 tax provisions.

EDUCATION

2005 — 2006

University of Central Florida - College of Business Administration

Masters, Taxation

2001 — 2005

UCF College of Business

Bachelors, Accounting

SKILLS

GaapTax AdvisoryAccountingQuickbooksTax ReturnsFinancial AccountingCpaState Tax PlanningBookkeepingTax AccountingHigh Net Worth IndividualsEstate Tax PlanningCorporate TaxInternal ControlsTaxFinancial ReportingIncome TaxTax Preparation

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jennifer Koopman — Email, Phone Number & Contact Info | Unifers