Big Four CPA

Jacobs is a CPA and was an auditor with Deloitte, Haskins and Sells (in Kansas City) from 1962 through 1966. DH&S is now part of Deloitte Touche, one of the "big four".

Life Insurance Financial Executive

From late 1966 through mid 1972, he was the chief accountant for Old American Insurance Co., - an insurance company with 1/2 million policyholders that was licensed in over 40 states. From 1972 through 1979, he was the V.P./Controller for the company. During that time, he developed a reputation in the industry for creative tax planning for insurance companies. While he was with the insurance company, he completed the exams for the Fellow, Life Management Institute (FLMI) and the Chartered Life Underwriter (CLU) programs. 

Tax Newsletter Editor/Author

He was the founding Editor of the extremely popular Tax Angles tax advisory newsletter for seven years, served as the Editor of The Small Business Tax Report, as the Tax Editor of the Real Estate Intelligence Report, Tax Editor for Private Practice, Consulting Editor for The Journal of Accounting and EDP, and the author of hundreds of articles published by dozens of magazines and newsletters.

Tax Software Developer and Publisher

While serving as Editor of Tax Angles, he developed and published one of the first tax planning software programs for micro-computers, a program to analyze tax shelters, a program to analyze divorce tax settlements and a program to analyze pension distribution options. He authored and published The Financial Systems Report, a newsletter on financial planning software and was a seminar instructor for the College of Financial Planning.

Teacher and Seminar Instructor

He was a college instructor for four years and has been a featured speaker at dozens of financial and tax seminars for CFPs, CLUs, CPAs and lawyers. 

Tax Shelter Analyst

During the tax shelter hey day (from about 1977 through 1986) , he was frequently asked to evaluate various tax shelter investment proposals. According to the  syndicators he interviewed,  he was one of the few professional advisors who actually read the syndicator's prospectus. 

Tax Manager of Financial Planning Firm

Not merely an ivory tower editor/author, he was the Senior Tax Partner in a financial planning firm for a number of years. He has been licensed to sell life and annuity products and had a series 7 license. He was a Member of the Board for the Kansas City IAFP (International Ass'n Financial Planners) and for the Kansas City Charter Life Underwriter Society. However, he has chosen to work as a fee only tax advisor and no longer has a license to sell any products.

Professional Associations

He is presently a member of the American Institute of CPAs, the International Trade Club of Kansas City, the International Tax Planning Association and is an Associate Member of the American Bar Association. 

Asset Protection Author and Publisher

From early 1993 through the end of 2000, he was  the Editor and Publisher of Global Asset Protection, a newsletter on international asset protection. To provide legally correct guidance to subscribers, he recruited a team of some of the most respected and experienced asset protection lawyers in the U.S. to serve as his Editorial Advisors. 

International Tax Author and Publisher

In January, 1999 he teamed up with J. Richard Duke (an international tax lawyer and Adjunct Professor of International Tax Law) to co-author and publish the Offshore Tax Strategies newsletter. They have collaborated on the production of a two day seminar on offshore taxes and the production of the 575 page Offshore Tax Manual about international tax law.

Media Interviews

Since serving as the Editor of Tax Angles, he has been interviewed or quoted by dozens of publications including The Wall Street Journal, Industry Week, USA Today, Forbes, Bloomberg Personal Finance, Offshore Finance USA and others.

Professional Services

He currently provides tax consulting services with an emphasis on international tax law and serves as a seminar speaker at seminars that are promoted by Offshore Press, Inc.