Jeffrey M. Schaefer, CPA, ABV
Senior Manager, Wipfli Advisory LLC
- Location
- Duluth, MN
- Contact
- +1 218 740 3920
- jschaefer@wipfli.com
With over 15 years of experience, Jeff Schaefer takes pride in delivering thoughtful, personalized business solutions that guide his clients to success. He enjoys providing clients timely, value-added services that include business advisory services from start-up through organizational maturity. Jeff utilizes his expertise and technical knowledge to help business and individual clients optimize their tax situations. He looks to build enduring client relationships based on open communication and innovative, strategic solutions.
- Development and implementation of optimal tax strategies
- Business advisory services throughout the business life cycle
- Business valuation services
- Operational support and financial system design for smaller organizations
- Review and compilation services
- Tax compliance services
- Estate and retirement planning
- QuickBooks setup, optimization, and troubleshooting
- Certified Public Accountant
- Accredited in Business Valuation
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Society of Certified Public Accountants (MNCPA) - Member
- Cloquet Shaw Memorial Library Foundation - Board member
- Cloquet Area Chamber of Commerce - Board member
- Cloquet Area Chamber of Commerce Business Enhancement and Retention Committee - Member
- Bachelor of science degree in business with a major in accounting
Latest case studies, resources, and insights
ARTICLE | INDIVIDUAL TAX
How the OBBB just made it trickier to write off gambling losses on your taxes
The OBBB recently made it more complicated to write off gambling losses by lowering the loss deduction cap to 90%. How should you navigate this change?
ARTICLE | HEALTHCARE
4 options to sell or transition your dental practice
Secure a successful sale or transition of your dental practice by understanding the current value of your business and your various succession options.