Jennifer Koopman
Managing Director @Forvis
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WORK HISTORY
Managing Director @Forvis
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
University of Central Florida - College of Business Administration
Masters, Taxation
UCF College of Business
Bachelors, Accounting
SKILLS
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