Jennifer has extensive experience in all aspects of individual, corporation, S corporation, partnership, estate, gift, succession, and trust tax compliance and planning. She concentrates most of her efforts in the gift, estate, and trust planning arena and focuses principally on serving closely held businesses, high net worth individuals, and family groups. In serving high-net-worth individuals and closely held businesses for decades, Jennifer has worked with generations of families to ensure the success of the family business and the transfer of family wealth through various strategies, including gifting.

Jennifer frequently speaks on taxation issues for professional, civic, and business organizations, as well as conducts continuing professional education programs for other accountants. She began her professional career in 1984.

ESTATE PLANNING SERVICES
Teaming with other estate planning professionals, including attorneys, insurance agents, trust officers, and financial planners, Jennifer takes a holistic approach to ensure that financial and non-financial goals are met. These goals include meeting liquidity needs to provide for loved ones, unexpected medical expenses, future educational costs, legal expenses, and taxes. Additionally, she advises clients on the documentation needed to support a smooth transition and avoid ambiguity so they meet their end goals.

TRANSACTION ADVISORY SERVICES
Jennifer brings her depth of experience in estate planning to deal with pre-sale and post-sale planning considerations. For example, pre-sale considerations may include identification of interested family members and evaluation of gifting and sales strategies to support the transaction. A post-sale consideration might include estate projections to determine potential gifting, charitable intent, or the creation of trusts, to name a few.