Jeff Frank

Director | Deloitte Tax LLP

Jeff has 31 years of experience serving not-for-profit institutions, including colleges and universities, foundations, academic medical centers, student loan organizations, hospitals and health systems, and religious and cultural institutions. Jeff consults regularly with colleges and universities 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 tax-exempt organizations. Jeff holds a BS in Accounting from Indiana University and an MS in Taxation from Drexel University.

Jeff serves on the Board of Trustees at St. Richard's Episcopal School, is a board member at The Sapphire Theatre Company, and serves on the finance committee at Dress for Success Indianapolis.


Sessions

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

Although the Form 990 generally uses the same methods of accounting that are used in keeping the organization's books, there are important differences. In this session, we will review some of the More