Jake R. Peters

CPA, MST

Principal

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Areas of Expertise

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State, Local & Multi-State Taxation

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Business Ownership Transactions

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Tax Planning & Compliance

On The Job

Jake is a Principal at SVA Certified Public Accountants and uses his experience to provide clients with guidance and consulting in areas such as mergers and acquisitions, federal and state income tax planning, debt forgiveness, Roth IRA conversions, energy-efficiency tax incentives, research and development tax credits, and seller-side representation in business transactions. He is experienced in working with businesses in the professional services, manufacturing & distribution, construction, retail and real estate industries provide the ability to consult with clients in a variety of areas.

Jake helps clients find opportunities for tax savings and other incentives by committing his time spent with clients to understand their processes and operations, and by learning what is most important to them. Jake's aim is to be a trusted advisor for all aspects of the client’s needs. This includes tax structuring and preparation services for not only the business entity but also the individual owner(s) and in many cases their family as well. In addition to client work, Jake spends time researching new and proposed tax law changes and enjoys networking with a variety of professionals in the Madison business world.

education

  • University of Wisconsin - Milwaukee - Master of Science in Taxation
  • University of Wisconsin Madison - Bachelor of Business Administration

credentials

  • Certified Public Accountant (CPA)

speaking experience

  • Wisconsin Green Building Alliance
  • Roth IRA Conversion Webinars
  • University of Wisconsin-Madison
  • University of Wisconsin-Milwaukee
  • SE2 Conference
  • Various Bank and Financial Institutions
  • SVA educational seminars and webinars

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

civic & community involvement

  • 4-C (Community Coordinated Child Care) Board of Directors - Treasurer
  • Madison Waldorf School - Board of Trustees - Former Treasurer

personal

Jake has been married to his wife Sarah, and together they have two young sons. As a family, they enjoy their annual vacation spent in Door County Wisconsin. On the artistic side, Jake and his wife participate in ballroom dance performances throughout the year. He also enjoys listening to and playing all kinds of music, including sporadic rusty performances in a cover band from his college days.

Jake is also a sports fan, as both a participant and bystander, including, volleyball, and distance running. Lately, however, most of his activity is short-distance running, as in "chasing my boys around the house and yard."

Speaker Source

Jake R. Peters

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Speaker Source

The following is a partial list of the topics Jake covers:

  • Tax Planning for Professional Services Firms
    • Entity structure (S-Corp vs C-Corp)
    • Tax aspects of mergers and acquisitions
    • Multi-State tax planning
    • Impact of tax reform on your business
  • Energy Efficiency Tax Incentives
    • Utilizing available tax incentives
    • Analyzing energy efficiency costs vs returns
  • Is Your Company Ready For the Future?
    • Creating an innovative environment
    • Mentoring your leadership for future success

Jake has spoken to audiences at:

  • Wisconsin Green Building Alliance
  • Roth IRA Conversion Webinars
  • University of Wisconsin-Madison
  • University of Wisconsin-Milwaukee
  • SE2 Conference
  • Various Bank and Financial Institutions
  • SVA educational seminars and webinars

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
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