Jill Eberhart, CPA

Principal

Loveland, CO

6125 Sky Pond Drive Suite 200 Loveland, Colorado 80538

Contact Information

eMail

Social Media Information

Jill Eberhart guides agricultural business owners and their families to work very successfully together. She advises family members on how to plan together for the future while considering and understanding the needs and desires of each different owner, whether they are active in the business or are off-farm owners.

Getting families through transitions, especially related to business-ownership succession, Jill brings a unique compassion and finesse. She diffuses emotionally charged situations to create a calm environment where everyone involved can make their best decisions, whether they are business partners or just interested family members.

One key struggle Jill sees in succession planning is the gap in generational perspectives that emerges when the parent-child dynamic shifts to a business-partner dynamic. With a special kind of understanding, tact, and financial expertise, she makes sure that all stakeholders understand and agree upon long-term goals, supporting each other in the agreed outcomes

A few results of Jill’s family-business ownership, succession, and estate planning include:

  • Injecting more than $3 million in working capital into a family’s agricultural supply business with an entity structuring solution that enabled a $12 million gain on the sale of an investment to be deferred over 25 years.
  • Protecting a family’s legacy by creating a corporate structure for its successful row-crop farming operation that defined goals, decision-making roles, and strategic plans for growth and management, thereby, reducing family conflicts and ensuring the continuity of the family-owned business.
  • Giving investors’ peace of mind by being proactive, alert, and participative as they move through the cycles of life and business. By talking with them periodically about how their goals evolve over time, Jill continues to help them keep their investment decisions aligned with those goals.

After losing her father, Jill helped her family manage their assets. Through this experience, she felt, first-hand, the anxiety that goes along with taking over the finances of a family business and estate. That personal experience gave her new insight and compassion that she applies to the families she works with, now. She knows how hard agricultural producers work to build their operations, and then how challenging it is as they manage the operations, and eventually prepare to pass them on to the next generation.

Education

  • B.S., business administration, Colorado State University

Credentials

  • Licensed CPA in Kansas and Colorado

Professional Associations

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • Kansas Society of Certified Public Accountants

Civic Associations

  • Church
  • Home Owners Association
  • School Board

Personal

  • Gardening and traveling are among Jill’s favorite hobbies.

Industry Areas

Animal Ag | Feedyards | Food & Ag | Inputs

Mentions and articles by Jill

Top 3 Year-End Tax Tips for Agribusinesses

Jill Eberhart | November 28, 2018

It’s not too late – if you haven’t yet scheduled a strategic tax planning meeting with a tax advisor, there are some very good reasons why you should. Here are the ‘Top 3’ advantageous ways you can still maximize tax […]

What to Expect from Your Accountant this Tax Year

K·Coe Editoral | November 28, 2018

The 411 for Farmers & Ranchers Many farmers and ranchers stand to benefit from tax law changes brought about by 2017’s Tax Cuts and Jobs Act (TCJA). Numerous changes have been made in the areas of accounting rules and depreciation. […]

farm lease fsa

Extra Tax Prep Needed for 2018 Filing Season

K·Coe Editoral | November 9, 2018

Significant Tax Changes Impact Flow-through Entities and Individuals Following the monumental tax reform passed last December, the 2018 tax year will provide significant changes for flow-through entities and individuals.  While many of these changes can result in opportunities, they will […]