SENIOR MANAGER, TAX SERVICES
ABOUT JORDAN
Jordan began his professional career in 2015 with LaPorte, primarily serving nonprofit and real estate entities. He has experience in tax compliance, tax planning and other consulting services. He is a member of the firm’s multi-state and estate and gift technical resources groups.
NONPROFIT
Jordan is a member of the LaPorte Nonprofit Industry Group and serves a wide variety of nonprofit organizations, healthcare organizations, and charitable remainder and lead trusts.
In addition to providing traditional tax compliance services, Jordan has assisted nonprofit clients with consulting around transactions including joint ventures, grants, and fundraising. He has consulted with clients about tax-exempt formation, and he has helped clients resolve issues with the IRS.
REAL ESTATE
Jordan is a member of the LaPorte Real Estate Industry Group and provides tax services to real estate investors, developers, owners, and managers. He provides guidance on real estate tax planning, compliance, and reporting for individual and corporate clients. Jordan has also developed tax planning strategies with entity choice selection for property acquisitions, and tax deferral strategies with 1031 and 1033 exchanges for property dispositions.
Bachelor of Science in Accounting with a Minor in Personal Investing, Louisiana State University
Master of Science in Taxation, University of New Orleans
Certified Public Accountant
AICPA Not-for-Profit Certificate I
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
Louisiana Guardianship Services, Treasurer
Louisiana Fire Soccer Club, Board of Directors
