Nepsis® Strengthens Tax Division with Strategic Hires
18 Junio 2024 - 8:08AM
Business Wire
Industry veterans will contribute to the growth
of Nepsis® Tax Solutions and help the firm’s high-net-worth clients
overcome complex tax challenges
Nepsis, Inc. (“Nepsis®”), a national financial advisor
and investment management firm, today announces two key
appointments to its tax division. Jack Cahill, JD,
CPA, joins Nepsis® as senior vice president of tax and
Chad Koebnick, CPA has been named vice president of
specialized tax services. With a combined 65 years of industry
experience, the two recruits will significantly bolster the firm's
tax solutions team by enhancing its existing services and
introducing new lines of specialized offerings.
Cahill is an industry veteran bringing more than a decade
of experience at Big Four accounting firms with a background in
managing functions for public and large private companies. Most
recently, he was a partner at Newport LLC, a national advisory
firm. As senior vice president of tax, he will work to elevate the
tax division's operational efficiency, focusing on improving the
delivery of advanced tax planning services for high-net-worth and
ultra-high-net-worth clients. A qualified attorney, Cahill served
as special counsel for Macaluso LLP for a number of years. As a
J.D. and certified public accountant (CPA), he has the skill set to
address issues not only related to tax and finance, but also with
regard to legal and operational functions. Cahill earned his
accounting degree from the University of South Dakota and obtained
his law degree from the University of North Dakota.
A former business solutions advisor at Finnegan Consulting,
Koebnick previously served as a senior manager in
international tax and business advisory at Eide Bailly LLP, and a
manufacturing tax director at Wipfli LLP CPAs & Consultants. At
Nepsis®, he will focus on expanding advanced tax planning and
business advisory services to include international tax planning.
Koebnick will also be tasked with the distribution of specialized
tax credits to reduce the tax liability of Nepsis® clients who
qualify for them. Through this program, certain Nepsis® clients
will be able to significantly reduce their federal tax liability by
purchasing credits at a discount.
"We are determined to take Nepsis® to the next level and are
making sure we have the best available talent in house to help us
do so,” said Mark Pearson, founder and CEO of
Nepsis®. "Jack and Chad will be instrumental for our
development, improving the services we can provide to clients as we
continue to scale. By sharing their vast experience and providing
mentorship, they will play an important role in training our
younger personnel and setting us up for continued success."
The two new hires will report to Bryan Eberle,
president of Nepsis® Tax Solutions. Eberle was
appointed to the role in January 2023, ahead of the firm’s
acquisition of full-service tax, accounting and consulting firm
Sevenich, Butler, Gerlach & Brazil, Ltd. (“SBGB”), and
has since overseen the continued growth of the program. Since the
acquisition, Nepsis® has been able to provide a more holistic and
comprehensive view of clients' finances and address the complex tax
situations of high-net-worth families and businesses.
“Jack and Chad are outstanding additions to our talented tax
team," said Eberle. "Their deep knowledge and extensive
backgrounds, particularly in advanced tax planning and business
advisory services, will greatly benefit our high-net-worth clients
with complex financial challenges. Welcoming professionals of their
caliber underscores our commitment to providing comprehensive and
customized tax solutions.”
Parties interested in learning more about Nepsis® Tax Solutions
should visit nepsisinc.com.
About Nepsis®
Nepsis, Inc., headquartered in Minneapolis, Minnesota, is an
independent financial advisor and investment management firm
founded by Mark Pearson. The team at Nepsis® is driven to provide
the power of clarity™ to the individual investor so that they can
accomplish their investment and planning goals. Mark Pearson, as
the Founder and CEO, shares his experience through various
channels, including co-hosting the "Invest with Clarity®" podcast,
which challenges mainstream advice on money, investing, and the
economy. Additionally, the firm conducts retirement planning
lectures in Minneapolis and nationwide. Pearson has contributed his
insights to national media outlets such as U.S. News and World
Report, Wealth Management magazine and Entrepreneur.
Advisory Services offered through Nepsis, Inc.; an SEC
Registered Investment Advisor. Learn more about Nepsis, Inc. and
how to Invest with Clarity® at https://nepsisinc.com/
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Media Contact Nepsis@streetcredpr.com
Tom Warburton 347-400-3483 Tommy@streetcredpr.com
Lindsay McCoy 906-322-4982 Lindsay@streetcredpr.com