Karl Jacob

CPA/PFS, CFP®, CDA
Of Counsel
315.472.9127 x162

Karl Jacob, CPA/PFS, CFP®, CDA, has over 35 years of 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 specializes in working with 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 Income Tax and New York State Sales Tax.

  • Professional Certifications

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

  • Professional Affiliations

    Certified Design Association of Accountants (CDAA), Member
    American Institute of Certified Public Accountants (AICPA), Tax Division
    New York State Society of Certified Public Accountants (NYSSCPA)
    Pennsylvania Society of Certified Public Accountants (PICPA)
    Dealer CPA Network

  • 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 in Accounting, Robert Morris College (1982)

  • Publications

    The CARES Act: An Analysis of the Financing, Loan Forgiveness and Tax Provisions Within the New Act – Dannible & McKee, LLP Webinar, Co-presenter, April 2020

    IRS Areas of Scrutiny for Tax-Exempt Organizations – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2020

    Federal Income Tax Update for Individuals – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, November 2018, 2019

    Impact of the “Tax Cuts and Jobs Act” on Tax-Exempt Organizations – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2019

    Compliance & Completeness with the IRS: 990 Reporting – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2018

    Key Tax Provisions for Businesses and Individuals – Dannible & McKee, LLP Tax Reform Seminar Series, 2018

    2017 New York State Tax Update – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2017

    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