Jeffrey Frank

Director, Deloitte Tax LLP

Jeffrey D. Frank
Director, Deloitte Tax LLP
317.656.6921
J.D.frank@deloitte.com

Jeff has 30 years of experience serving not-for-profit institutions, including hospitals and health systems, colleges and universities, student loan organizations, and cultural institutions. Jeff consults regularly with not-for-profit organizations on a variety of tax and compensation matters including unrelated business income tax planning, structuring joint ventures and similar transactions, corporate sponsorship arrangements, tax-favored retirement programs, executive compensation matters, employment tax and fringe benefit issues, tax planning for alternative investments, and representing organizations during IRS examinations.

Jeff previously served as the Chair of the AICPA Exempt Organizations Tax Technical Resource Panel and is an emeritus member of the IRS Employee Plans TE/GE Council for the Great Lakes Region. Jeff has co-authored texts on the Intermediate Sanctions law and is a frequent speaker on tax and compensation matters affecting health systems, colleges and universities, and other tax-exempt organizations. Jeff holds a BS in Accounting from Indiana University and an MS in Taxation from Drexel University.

Jeff serves on the finance committee and is an emeritus board member at Dress for Success Indianapolis, and is the Treasurer for the Board of Trustees at St. Richard's Episcopal School.


Sessions

This workshop on the choice of entities for NFPs will include birth and death / formation and termination issues. The speakers will discuss the Form 1023, 1023-EZ and 1024, dissolution and More

If you've prepared or evaluated the Form 990, you know it’s a complex filing used for reporting important information. We will focus on targeted areas of the Form 990 and schedules to inform the More

What’s in your tax toolbox? There are vast online (and largely free!) resources that are exceptionally useful for the EO practitioner … but you need to know where to look, and how to separate the More