Jeff Brogley, CPA

Current Role

Jeff leads Rehmann’s family office niche, which helps high-net-worth individuals and their family offices, closely-held businesses and real estate and investment partnerships achieve their strategic goals. Jeff is also the leader of advisory and tax services for the Southeast Michigan region, which is home to many of the firm’s largest high-net-worth clients. He has extensive experience structuring entities for family offices and assisting with related multi-generational family tax and estate planning.

A hands-on and engaged advisor, Jeff assists clients with federal tax planning, state and local tax planning, estate planning, IRS audit and appeals representation, like-kind exchange transactional support, and accounting method change requests.

Service Areas

• High and ultra-high net worth families
• Estate and gift planning, charitable planning and private foundations
• Real estate industry

Experience

Jeff began his public accounting career in 1995. He has provided tax planning and compliance services to a variety of clients in several industries, focusing on privately-held companies. Jeff is experienced in the tax implications and ramifications of entity structure identification, selection and formation. He has also led several compliance and consulting engagements involving multi-tier partnership/LLC flow-through structures.

Prior to joining Rehmann in 2015, Jeff gained more than nine years of experience at Deloitte, where he provided tax consulting and compliance services and served multiple high net worth and ultra-high net worth family office clients in metro Detroit.

A closer look

• Jeff has given numerous presentations on tax and general financial topics at Rehmann and for industry organizations, including the Michigan Chamber of Commerce and the Original Equipment Suppliers Association.