Jennifer is a principal in Baker Tilly’s private wealth practice. She has more than 15 years of experience working with high-net-worth individuals and families with multigenerational wealth. Jennifer specializes in helping these clients with their estate, gift and trust planning and compliance needs.
- Assists high-net-worth individuals and executives with income, estate, gift and generation-skipping transfer tax matters
- Provides estate, gift and trust services including estate/trust planning and administration, multistate and international estate planning, lifetime transfer planning, wealth transfer tax analysis and charitable planning
- Represents clients before the IRS in estate, gift and income tax audits
- American Institute of Certified Public Accountants (AICPA)
- Arizona Society of CPAs (ASCPA)
- Valley Estate Planners
- Central Arizona Estate Planning Council (CAEPC)
Location
Scottsdale, AZ
Education
Juris Doctor
University of Minnesota Law School
Bachelor of Science in accounting
Minnesota State University Moorhead