Jeffrey R. Fritz, CPA, JD
Partner
Jeff Fritz is a tax partner in Wipfli LLP’s manufacturing and distribution practice, providing tax consulting and advisory services to private equity, family-owned, and public companies ranging in size from start-ups through $800 million in revenue. He is responsible for leading tax planning and tax compliance services for a variety of clients including C corporations, S corporations, partnerships, limited liability companies, and their individual owners and stakeholders. Jeff consults with entities and their owners on a variety of tax matters including accounting methods, structuring, and transactions, guiding clients both in the assessment of opportunities and through challenging business decisions. He also coordinates the services of tax specialists to assist in areas such as state and local tax, international tax, and employee benefits.
Certifications- Certified Public Accountant
- Juris Doctor
- Honors in legal writing - University of Minnesota Law School
- American Institute of Certified Public Accountants (AICPA) - Member
- MNCPA - Member
- Minnesota State Bar Association (MSBA) - Member
Services
CPA Tax ServicesAreas of Focus
- Manufacturing and distribution, transportation and logistics, software and high technology, life sciences, and medical device industries
- Tax accounting methods
- Flow-through tax issues
- Mergers and acquisitions, including tax planning related to stock and asset acquisitions and development of tax-efficient exit strategies
- Tax provision analysis under ASC 740
- Tax incentives for manufacturers and developers
- IRS and state examinations, including successful filing of protests to the IRS Appeals Office and conferences with appellate officers
Industries
ManufacturingEducation
University of Notre Dame- Bachelor of business administration degree in accounting - Graduated magna cum laude
- Juris Doctor - Graduated cum laude
Recent Insights
Webinars
Impactful Tax Planning and Savings Strategies for Manufacturers
Nov 14, 2016