Jerry Schmit, Jr., CPA, MST, is a partner on the firm’s tax team. He prides himself in taking the time to help his clients recognize large-scope taxation opportunities and implications for their businesses. He works extensively with manufacturers, construction businesses and real estate entities. Jerry also has expertise assisting clients in various entity types, including partnerships, S Corporations and individuals, with specialized experience serving complex partnerships. He assists clients in areas such as:
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Tax planning and compliance for businesses and individuals
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Partnership and LLC operating agreements
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Complex income allocations
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Strategic research and income tax projects
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Multi-state income tax compliance
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Tax analysis for merger and acquisition transactions
Outside of the office, Jerry is an avid sports fan and enjoys attending professional and collegiate sporting events, especially Milwaukee Brewer games, with his wife and two children.
Affiliations
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American Institute of Certified Public Accountants (AICPA)
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Wisconsin Institute of Certified Public Accountants
Education
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Bachelor’s Degree in Business Administration – Accounting, University of Wisconsin – Whitewater
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Master’s Degree in Taxation, University of Wisconsin – Milwaukee
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State and Local Tax (SALT) Certificate, University of Wisconsin – Milwaukee
- Lean Six Sigma Green Belt Certified
