Navolio & Tallman LLP is very proud and pleased to announce the admission of Jeffrey C. Messerschmidt to the Navolio & Tallman LLP partnership, effective January 1, 2018.
Jeffrey has been with the firm for over 8 years. He works closely with the firm’s business and individual clients across a range of industries, including real estate, venture capital, private equity, hedge funds, start-up companies, privately-held businesses, and breweries. Within these industries, Jeffrey manages and handles strategic tax planning and consulting as well as all facets of income, trust and estate tax compliance. He has particular emphases in executive compensation, qualified small business stock transactions, taxation of complex financial instruments, wealth transfer, trust accounting and taxation, partnership taxation and allocations, foreign reporting requirements, and tax minimization.
We believe his admission to the partnership will serve to provide greater depth of expertise and resources to all of our clients.
Jeffrey earned a Bachelor of Science degree in Business Administration with a double-concentration in Accounting and Financial Management from Cal Poly San Luis Obispo.
His passions outside of the office include spending time with his family (he and his wife are busy raising their 19-month-old son) and discovering and exploring as many new craft breweries as possible.
Jeffrey can be reached at email@example.com.