Karl Jacob

CPA/PFS, CFP®, CDA
Partner
315.472.9127 x162

Karl Jacob, CPA/PFS, CFP®, CDA is the partner-in-charge of our firm’s tax department. Starting with the firm in 1987, Karl has experience overseeing tax and consulting services to a wide range of clients, including individuals, corporations and privately-held companies. He has extensive experience in income and estate taxation, with a high concentration in individual and corporate tax planning, and financial planning. He has extensive experience with the retail automotive, not-for-profit and manufacturing industries and is an expert on taxation issues impacting these industries. Karl also specializes in New York State taxation issues with an emphasis on New York State Sales Tax and Qualified Empire Zone Enterprise (QEZE) credits.

  • Professional Certifications

    Certified Public Accountant in the states of New York and Pennsylvania
    Personal Financial Specialist (PFS) through the AICPA
    Certified Financial Planner (CFP) and Certified Design Accountant (CDA)

  • Professional Affiliations

    Certified Design Association of Accountants (CDAA), Member
    American Institute of Certified Public Accountants (AICPA)
    AICPA Tax Division
    New York State Society of Certified Public Accountants (NYSSCPA)
    Pennsylvania Society of Certified Public Accountants (PICPA)
    CPA’s Auto Dealers Consultants Association (CADCA)

  • Community Involvement

    Treasurer for the Alzheimer’s Association of Central New York.
    Professional Advisor Council Member for the Central New York Community Foundation

  • Education

    Bachelor of Science, Accounting, Robert Morris College, 1982

  • Publications

    “How to Lose Your 501(c)(3) Tax Exempt Status (Without Really Trying)” Dannible & McKee, LLP Annual Nonprofit Conference, January 2017

    “The Echoes of the New York State Revitalization Act – Is Your Organization Compliant?” Dannible & McKee, LLP Annual Nonprofit Conference, January 2015

    Frequent speaker at Firm sponsored and local organization seminars

    New York Housing Association, Spring Symposium and Legislative Summit Speaker, April 2013