Jeffrey Cole Email & Phone Number
Partner @ Kruggel Lawton CPAs
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Jeffrey Cole Location
- Portage, MI, US
Jeffrey Cole Work
- Partner @ (June 2024 - Present)
- President @ Cole Gavlas PC (January 1992 - June 2024)
- President @ Cole Gavlas, PC (January 1991 - June 2024)
- President @ Park Club Historical Foundation (January 2014 - February 2019)
- Treasurer @ (January 2008 - December 2016)
- Treasurer @ (January 2006 - November 2015)
- Associate @ (August 1981 - December 1991)
Jeffrey Cole Education
- Northeastern University
Master of Business Administration (M.B.A.) (Finance and Entrepreneurship)
2013-2015 - Michigan State University
BA (Accounting)
1977-1981 - Parchment High School
Jeffrey Cole Skills
- CFP
- CSPM
- RIA
- Certified Financial Planner
- Estate Tax Planning
- Estate Planning
- Tax Accounting
- Wealth Management
- CPA
- Financial Advisory
- QuickBooks
- General Ledger
- GAAP
- Financial Reporting
- Tax Research
- Investment Management
- Financial Statements
- Small Business
- Tax Returns
- Tax
- Financial Analysis
- Auditing
- Cash Management
- Financial Accounting
- Accounting
- SEC filings
- Partnership Taxation
- Trusts
- US GAAP
- Strategic Financial Planning
- Business Valuation
- Retirement Planning
- Income Tax
- Tax Preparation
- Corporate Tax
- Internal Controls
Jeffrey Cole Summary
- Jeffrey Cole, based in Portage, MI, US, is currently a Partner at Kruggel Lawton CPAs. Jeffrey Cole brings experience from previous roles at Cole Gavlas PC, Cole Gavlas, PC, Park Club Historical Foundation and YMCA of Greater Kalamazoo. Jeffrey Cole holds a 2013 - 2015 Master of Business Administration (M.B.A.) in Finance and Entrepreneurship @ Northeastern University. With a robust skill set that includes CFP, CSPM, RIA, Certified Financial Planner, Estate Tax Planning and more. Jeffrey Cole has 3 emails and 1 mobile phone numbers on RocketReach.
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