Jeff Lathrop, CPA

Jeff Lathrop, CPA

Audit Member

Experience Highlights


Jeff-Lathrop

Jeff has specialized in the multifamily housing real estate industry since joining DOZ in June 2004. He has prepared and/or reviewed numerous audits of limited liability companies, partnerships, and not-for-profit entities owning various real estate developments. Jeff is very experienced with audits that adhere to the HUD, LIHTC pursuant to IRC Section 42, RD, and various state agency guidelines. His portfolio of clients includes several large management agent companies and multifamily housing developers, which have entities financed with HUD 202/811 mortgages and direct loans, 223(f), 221(d)3, 221(d)4, and 236 HUD insured mortgages. In addition, he has also prepared and reviewed numerous 10% carryovers and cost certifications for various state agencies for utilization of the LIHTC.

His duties include client relations and issue resolutions throughout all functions of the audit. In addition, he also ensures that each engagement is properly staffed with the required experience and abilities, reviewing financial statements, and meeting all applicable audit and tax deadlines. Throughout his engagements, Jeff is in contact with his clients and audit teams to ensure exceptional client service is provided. In addition, he provides a resource for the client concerning acquisition and rehabilitation strategies and accounting treatment of complex transactions.

Jeff’s past experience was with the international public accounting firm Ernst & Young, LLP at their audit practice in Indianapolis. At Ernst & Young, LLP, he primarily performed work on manufacturing and broadcasting clients. Jeff was very involved in the timely reporting of companies’ SEC filings (10-K, 10-Q, S-4, Offering Memorandum, etc). In addition, Jeff was thoroughly involved in and helped his clients through their internal control reporting transition under Section 404 for the Sarbanes-Oxley Act of 2002.

Jeff is also responsible for overseeing the planning and execution of DOZ’s annual housing conference.

Education

B.S., Ball State University – Muncie, Indiana
M.S., Ball State University – Muncie, Indiana

Professional Organizations

-Member, Indiana CPA Society
-Member, American Institute of Certified Public Accountants