Jeffrey S. Senney

Education

J.D., University of Dayton School of Law, 1986

M.Ac., Bowling Green State University, 1979

B.S., Bowling Green State University, 1976

Bar Admissions

Ohio, 1986

Awards & Recognitions

Martindale-Hubbell Peer Review AV Rating

Paul Harris Fellow

United Way Leadership Circle

Bio

Jeff is a business and tax attorney and shareholder with the firm who practices in the areas of Federal and State Taxation, Business and Securities Law, and Employee Benefits. Jeff provides a full range of services for new or current business owners, including helping business owners resolve issues with the IRS, the Department of Labor, the Securities Exchange Commission, state security regulators, and other state agencies.

 

As a business attorney, Jeff has the skill and experience to assist clients acquire and sell businesses in a tax-advantaged manner utilizing like kind exchanges, employee stock ownership plans, tax-free reorganizations and other tax deferral or reduction techniques. He has also helped many business owners raise capital using private placement security transactions.

 

Jeff has also worked with many employers to draft and negotiate many different types of compensation programs including but not limited to incentive stock options, non-qualified stock options, phantom stock and other deferred compensation arrangements.

 

Jeff is very familiar with setting up, freezing and terminating qualified retirement plans including profit sharing, 401 (k), money purchase pension plans and defined benefit pension plans.  In addition, he helps clients with different health care plans, as well as other employee fringe benefit programs including health savings accounts, medical reimbursement accounts, cafeteria plans, and educational assistance programs.

 

Jeff has helped many business owners plan and prepare the sale or transfer of their business, including structuring a management buyout or passing the business on to the next generation.  Also, check out Jeff’s Blog at www.SenneySays.com

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Latest Posts

  • 0
    Jeff Senney Receives BNI Awards

    Jeff Senney is all smiles as he receives several awards from his (Business Networking International) BNI group including: 1. Longest serving BNI member at 22 years 2. Metro Dayton BNI member of the Year 3. Most new member sponsor 4. Most thank-you for closed business...

  • 0
    Construction Contracts between Subcontractors

    Subcontractor Dispute Highlights the Significance of Accurate Verbiage in a Construction Contract Between Two Subcontractors. For clients engaged in the construction field, the use of “pay-when-paid” and “pay-if-paid” provisions in construction contract documents is likely a common occurrence.  However, a recent decision from the Summit...

  • 0
    IRA Distribution after Divorce: Is it Subject to Income Tax and 10% Excise Tax?

    The US Tax Court in Rosenberg v. Commissioner, TC Memo 2019-124 has ruled that an IRA distribution, made after a couple divorced, was taxable and subject to the 10% excise tax because: (1) no exception to the 10% excise tax applied and (2) the Court...

Professional &

Community Activities

Certified Public Accountant (Inactive), 1981

Dayton Bar Association

Ohio State Bar Association

Business Networking International President

Miami Valley Estate Planning Council President

American Business Club of Downtown Dayton Past President

Ohio Society of Certified Public Accountants

Centerville Rotary, President

Dayton Area Chamber of Commerce

Miami Valley Venture Association, Vice President

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