Jeffrey C. Newman, CPA, JD
“The essence for me is getting down to the foundation of a client's needs so I can help them reach their goals and see as far into their future as possible.”
Jeff joined ORBA in 1983 and became a Director in 1988. He is Chair of the Real Estate Group and specializes in tax and litigation support. Jeff helps many family enterprises address a variety of complex financial issues. With a proactive and value-based style, he frequently advises owners and family shareholders on tax and estate planning issues, and provides financial and tax planning for individual family members across multiple generations. Jeff works across many industries with extensive experience in the real estate, service, collection agencies and transportation sectors.
Beyond his tax expertise, Jeff performs business valuations for purposes of merger or sale, divorce and estate planning. He has completed hundreds of valuations of closely-held businesses and pension accounts. He also provides expert witness testimony to support complex family and business disputes. Jeff has spoken and written on tax, valuation and business consulting topics.
Jeff is focused on building close, proactive relationships with his clients and understanding the very core of their businesses. Knowing his clients’ situations and their financial foundations enables Jeff to advise on the financial, business and personal pitfalls that may lie ahead, as well as seeing unique and beneficial opportunities. Similarly, he is often called on to help clients have foresight into their world after a significant financial event, such as a divorce or business sale.
Jeff and his family live in Buffalo Grove during the week and Lake Geneva on the weekends. They share many of the same interests, including golf. Jeff is very proud of the professional aspirations of his wife and two sons. His wife, Cathy, is a financial analyst for clients going through divorce and they have collaborated on a number of cases. Jeff’s two sons have both followed in their father’s footsteps, one an attorney and the other an accountant. The accountant has taken it a step further and has followed his father right though ORBA's doors, where he has started a career performing financial audits and tax work.
- President (Fifth Elected Term) and Former Vice-President, Secretary and Treasurer, Aptakisic Tripp School District #102 Board of Education
Seminars & Events
- Leases: Breaches, Taxes and Damages, ORBA and The Patterson Law Firm, Chicago, IL, September 30, 2015