Jeff Jerdin, Cpa Email and Phone Number
Jeff Jerdin, Cpa work email
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Jeff Jerdin, Cpa personal email
Provide state and local tax support to our VP of tax. Previously spent 15 years in leadership roles in Big 4 firms.
Fallbrook Financial Services Company
View- Website:
- fallbrookcapital.com
- Employees:
- 6
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Managing DirectorFallbrook Financial Services Company Aug 2017 - PresentCalabasas, California, United StatesI specialize in monetizing and financing state and federal tax credits. The United States government and numerous states have created subsidy programs as an incentive for individuals and companies to invest in areas in which they otherwise would not invest. These tax credits help investors lower effective tax rates, increase their cash flow and after-tax earnings, as well as improve their corporate image since the programs provide social and economic benefits to the citizens of the state offering the incentive.Specialties include federal and/or state:• Renewable Energy Tax Credits including Solar and Wind• Low Income Housing Tax Credits• Historic Tax Credits• Film Production Tax Credits • Brownfields Tax Credits• Tax Credit Bridge Lending
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Jeffrey E. Jerdin, CpaSelf-Employed Jul 2001 - PresentLos Angeles Metropolitan AreaI provide consultation on federal and state tax credits.
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Senior Manager State And Local TaxMoss Adams Llp Oct 2016 - Aug 2017Greater Los Angeles AreaIdentify, negotiate, capture, audit, buy/sell and defend federal, state and local tax credits & incentives including for example the following tax credits:* Film & TV production* Historic Preservation * Low-income housing tax credits* Brownfields* Renewable energy* California Competes Tax Credit* Investment tax credits* Jobs and hiring credits (WOTC and state credits)* Training incentives (OJT, WIOA, state and local incentives) -
Vice PresidentThe Online Incentives Exchange (Oix) Mar 2015 - Sep 2016Los Angeles, CaThe OIX is a platform that facilitates the purchase and sale of state transferable tax credits. -
DirectorCorporate Tax Incentives, Llc Mar 2011 - Mar 2015Glendale, CaCTI specializes in providing cost savings opportunities to businesses. Such opportunities include our three core areas of focus: (1) Employment Based Incentives; (2) Research & Development Credits; and (3) Cost Segregation. The benefits available to your business can be substantial. These benefits are often tax credits that reduce your business income or franchise tax dollar for dollar and/or areas where you can reduce your overall cost of doing business. We offer the highest level of expertise, as our firm consists of professionals with experience with Big 4 Accounting firms, state taxing agencies and government economic departments. -
Tax Director / Credits & Incentives Practice Leader - So Cal / Phoenix MarketPricewaterhousecoopers Llp Dec 2007 - Mar 2011Los Angeles, CaServed as the Southern California Market, Credits & Incentives Leader for PwC’s State and Local Tax Practice. My efforts resulted in tens-of-millions of dollars of tax and financial savings through capturing federal, state, and local incentives, mainly for Fortune 500 companies. -
Associate DirectorThe California Credits Group Mar 2004 - Dec 2007Pasadena, CaI began with CCG as a Business Development Manager until I was promoted to Associate Director. As BDM, I produced several million dollars of sales in my first two years. As Associate Director I was responsible for providing services to 200 corporate clients and I oversaw a team of more than 50 employees. -
Tax ManagerDeloitte Jun 2001 - Jun 2003San Francisco, CaProvided income/franchise and credits & incentives consulting services to Fortune 500 companies. -
Senior Tax ConsultantErnst & Young 1997 - 2001Walnut Creek, CaConsulted with Fortune 500 companies and audited startups during the dot-com boom. I was in the state and local tax (SALT) practice where I attained broad SALT experience, completing projects in income/franchise, sales/use, payroll, unclaimed property and property taxes.
Jeff Jerdin, Cpa Skills
Jeff Jerdin, Cpa Education Details
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Business Administration, Accountancy
Frequently Asked Questions about Jeff Jerdin, Cpa
What company does Jeff Jerdin, Cpa work for?
Jeff Jerdin, Cpa works for Fallbrook Financial Services Company
What is Jeff Jerdin, Cpa's role at the current company?
Jeff Jerdin, Cpa's current role is Managing Director - Fallbrook Financial Services Company.
What is Jeff Jerdin, Cpa's email address?
Jeff Jerdin, Cpa's email address is je****@****pwc.com
What schools did Jeff Jerdin, Cpa attend?
Jeff Jerdin, Cpa attended California State University, Fresno.
What are some of Jeff Jerdin, Cpa's interests?
Jeff Jerdin, Cpa has interest in Sailing, Golf, Running, Surfing.
What skills is Jeff Jerdin, Cpa known for?
Jeff Jerdin, Cpa has skills like Cpa, Tax Credits, Incentives, State Tax, Tax, Corporate Tax, Finance, Workforce Development, Community Economic Development, Income Tax.
Who are Jeff Jerdin, Cpa's colleagues?
Jeff Jerdin, Cpa's colleagues are Wendy Ellen, Josh Lederer, Brian Gallop, Sam Sheftell, Christopher Renda, Alexis Kyle Mariñas, Bobbie Jo Wintle.
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