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