CPA, Partner
Tate & Tryon
2021 L Street, NW, Suite 400
Washington, DC 20036
Tel: 202-419-5104
Fax: 202-293-2208
jstefan@tatetryon.com
Jeffrey Stefan's QR Code
Jeffrey Stefan
CPA, Partner
jstefan@tatetryon.com
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Function and Specialization
Jeff Stefan is the partner in charge of Tate & Tryon’s auditing practice and has more than 25 years of experience serving the nonprofit sector.
Professional Associations
The American Institute of Certified Public Accountants (AICPA )
Greater Washington Society of CPAs (GWSCPA)
ASAE: The Center for Association Leadership (ASAE)
Other Activities
Board of Directors, Safetek Concepts, Inc.
Education, Licenses & Certifications
B.S., Accounting, University of Baltimore
B.S., Finance, Frostburg State University
CPA |
Background
Jeff Stefan is the partner in charge of Tate & Tryon’s auditing practice and has more than 25 years of experience serving the nonprofit sector.
Professional and Industry Experience
In addition to his extensive audit and tax experience, he has provided consulting services to organizations such as The World Bank and ASAE: The Center for Association Leadership in a variety of areas, including grant compliance, merger due diligence, and internal controls.
He has also been called upon to consult on a variety of complex issues such as: - Fair value accounting (FAS 157)
- Accounting for alternative investments (FAS 133)
- Split interest agreements
- Endowment accounting (UPMIFA / FSP 117-1)
- Single member limited liability corporations
- Uncertain tax positions (FIN 48)
- Interest rate swap agreements
A few of Mr. Stefan’s major audit clients include: - Americans for the Arts
- ASAE : The Center for Association Leadership
- Goodwill Industries International
- National Association of Broadcasters
- National Association of Home Builders
Publications
Mr. Stefan has presented and authored articles on many recent accounting and auditing issues including: - FASB Staff Position (FSP) FAS 117-1, “Endowments of Not-for-Profit Organizations: Net Asset Classification of Funds Subject to an Enacted Version of the Uniform Prudent Management of Institutional Funds Act, and Enhanced Disclosures for All Endowment Funds”
- Educating Your Board About Audits
- Understanding Statement of Auditing Standards (SAS) 103 “Audit Documentation”
- SAS112 “Communicating Internal Control Matters Identified in an Audit”
- A Summary of the new Audit Risk Standards
Other Articles |
