Ag team Lead, Partner, CPA;
Partner, CPA and Ag Team lead Jeff Bowman updated The Stanislaus Estate Planning Counsel about the benefits and tactical implementation of an IC-DISC for farming clients. Jeff regularly collaborates with Lou Friedman of Gianelli & Associates to execute IC-DISCs on behalf of our clients.
Colleen Meenk, Partner and CPA; Treasurer, Stanislaus Estate Planning Council
Colleen Meenk, Partner and CPA, presently serves as the Treasurer of The Stanislaus Estate Planning Counsel and stated that "our members of the estate planning council were very interested to learn how the IC-DISC is set up legally speaking, as well as how it functions and benefits clients from a tax perspective. There is quite a bit of crossover from tax to estate planning, so this is a top-of-mind subject, especially in our ag-focused region."
The Stanislaus Estate Planning Counsel was formed to share best practices for professionals involved in estate planning. Founder, Partner and CPA Clive Grimbleby attended the meeting and expressed that "Jeff represented the firm well, while demonstrating his deep expertise in completing IC-DISCs here locally."
Jeff became a principal of the firm in 2010. His specialty is tax, and he leads the firm's agribusiness industry team.
Jeff is a Modesto native, and grew up in a local farming family. He has an MBA and a Masters in Taxation degree, and is a CPA. Jeff enjoys “being able to explain a concept or communicate information that helps a client, and being able to learn from the experience of clients who are very successful at what they do.”
When he’s not helping clients, Jeff's focus is on spending time with his wife and three daughters. If it’s June, he’s outdoors—probably gardening, grilling, or hiking in the High Sierras. In October, you’ll find him spending time with family and still spending time outside if the weather is nice. But in January … where else would he be but in the office? “It’s tax season!”
Jeff’s favorite number is 2000. “For the year that I got married, and also started my first public accounting job.”