Jon S. Folse, CPA
Tax Partner 
Education, Certifications & Affiliations Louisiana State University, Baton Rouge, Louisiana, Bachelor of Science in Accounting, December 1983
Certified Public Accountant, Licensed in the states of Louisiana and Mississippi
Continuing Professional Education 40 to 60 hours per year as a Certified Public Accountant
Member-American Institute of Certified Public Accountants
Member-Society of Louisiana Certified Public Accountants Significant Career Experience Nearly 30 years in the practice of public accounting.
Experience has been concentrated in the following areas: - Tax planning for closely held businesses and their owners
- Business entity selection planning for closely held businesses
- Representation of individuals, corporations, partnerships, trusts and Estates before the Internal Revenue Service Audit and Appeals Division
- Industry experience in hospitality, wholesale distributors, professional, construction, real estate, retail, insurance and various other service industries
- Ongoing management and financial advisory services for clients and providing solutions to business problems
- Development of business financing needs and preparation of loan packages for existing and start-up businesses
- Retirement and estate planning
- International tax planning for U.S. exporters and U.S. businesses and employees doing business in foreign countries or territories
- Develop and teach in-house training programs for Wegmann Dazet & Company employees
- Cost segregation studies to assist in accelerating depreciation expense on building construction cost or purchase
|
