Industries
Overview
As a manager in ORBA’s Tax Group, Jason Gierhahn offers strategic tax planning and technical advice to his tax clients, including social service agencies, associations, educational institutions and foundations, credit unions and banks, 401(k) plans, closely held businesses and individuals.
With nearly 20 years of experience, he is adept in preparing and managing financial statement audits, non-profit and corporate tax returns, state and local taxation issues, and assisting clients with their setup to become tax exempt and understanding taxation of flow-through entities, including S corporations.
Industries
Overview
As a manager in ORBA’s Tax Group, Jason Gierhahn offers strategic tax planning and technical advice to his tax clients, including social service agencies, associations, educational institutions and foundations, credit unions and banks, 401(k) plans, closely held businesses and individuals.
With nearly 20 years of experience, he is adept in preparing and managing financial statement audits, non-profit and corporate tax returns, state and local taxation issues, and assisting clients with their setup to become tax exempt and understanding taxation of flow-through entities, including S corporations.
Proactive
Jason stays abreast of new tax laws, tax codes and compliance regulations that may affect clients. He proactively identifies opportunities to provide clients with value-added services that meet their goals.
Outside of the Office
Jason enjoys playing basketball and softball. He also enjoys spending quality time with friends and family, and you can often find him coaching his daughters and son.
Certifications & Licenses
- Certified Public Accountant
- Certified Fraud Examiner
Memberships & Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Association of Certified Fraud Examiners
- Illinois CPA Society
Education
- M.B.A., Financial Analysis and Investments, Saint Xavier University
- B.A., Finance, University of Iowa
Blogs
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and in other instances, not-for-profit boards place limits on certain assets. Board-designated net assets can prove critical to the survival of programs, projects — or even your organization itself. Let’s take a closer look. What they are The term “board-designated net assets” generally refers to funds that […]
Client Alerts
Attention All Illinois Taxpayers: The Illinois Gives Tax Credit Act
For tax years ending on or after December 31, 2025, the program created under this Act offers a state income tax credit to individuals and businesses that submit an application through MyTax Illinois and, following approval of the application, contribute to permanent endowment funds held by Qualified Community Foundations (QCFs). Subject to the limitations referenced below, the state income tax credit is equal to 25% of the amount contributed.
Proposed Donor-Advised Fund Regulations Could Affect Your Financial Advisor’s Suggestions
Donor-advised funds (DAFs) have become a very popular vehicle for donors interested in securing significant tax benefits, but a proposed IRS regulation may deter financial advisors from recommending DAFs to their clients.
News
ORBA Welcomes New Hires to Tax Group, Cloud CFO Services and Marketing Department
ORBA, one of Chicago’s largest public accounting firms, is pleased to announce that Jason Gierhahn, Galina Morgovsky and Eliza Tumbas have joined the firm’s Tax Group, while Kara Schneider has joined the firm’s Marketing Department, and Chad Emerson has joined the Cloud CFO Services Group.
