Jennifer is a valued partner to and trusted advisor of her clients. She focuses her practice on corporate, tax, and estate and business succession planning matters.
Jennifer advises privately held companies and individuals with respect to a wide range of corporate and tax matters, including mergers and acquisitions, real estate, financial transactions, and complex trust and estate matters.
In addition to her legal practice, Jennifer is a lecturer for the M.S. in taxation program at the University at Albany, State University of New York, where she teaches courses on federal, state, and interstate taxation. She is also an adjunct professor at Albany Law School, where she teaches courses on corporate tax, partnership tax, state and local tax, and estate planning. Jen is also a member of the firm's management committee.
News
Events and Webinars
Articles
Honors & Affiliations
Listed in:
The Best Lawyers in America®, 2021, Tax Law; Trusts and Estates
American Bar Association, Business Law Section and Taxation Section
New York State Bar Association, Trusts & Estates Section; Business Law Section; Tax Section
Executive Committee, New York State Bar Association Section on Women in Law
Albany County Bar Association
Columbia County Bar Association
Capital District Women's Bar Association, Chair, Legislative Committee
Co-founder, Women Partners' Forum of the Capital Region
Past Delegate, Women's Bar Association of the State of New York
Albany Business Review, 2014 40 Under 40 Award
Multiple Sclerosis Society of Northeastern New York Leadership Award
Representative Matters
Jennifer has extensive experience handling a broad array of corporate and tax matters for her clients. Representative examples of Jennifer's work include:
Recapitalizing a client’s business entity and preparing all associated estate planning documents needed to allow for the orderly transfer of the client’s businesses to the next generation
Leading a team to assist a publicly held client in issuing a new class of preferred stock through a private placement
Planning and implementing a stock repurchase program for a client with widely held securities
Handling legal and tax aspects of several trusts formed to maintain significant rental real estate holdings, charitable interests, and other business holdings
Successfully concluding a significant IRS audit and appeals hearing involving deductibility of passive losses
Obtaining voluntary disclosure agreements/penalty abatements for clients with significant unreported New York State income and sales and use tax
Settling a New York State tax controversy involving employee classification and out-of-state contractors
Advising several clients in the construction industry and design professions regarding corporate and operational planning needed to qualify for New York State WBE and DBE certifications
Acted as a testifying expert witness with respect to income tax issues in a litigated corporate dissolution matter
Representative Presentations
Ireland/NYS Spotlight Series - New York: Strategic US Entry Location, Globaify & Saratoga County Economic Development Corporation, July 21, 2020
Financial Statements 101: Representing Business Clients, Albany Law School, July 16, 2020
The Secure Act: Impacts on Retirement Planning 2020, NYS Bar Association, February 7, 2020
Federal Tax Update, Mid-Hudson Chapter of the NYS Society of CPAs, December 9, 2019
Federal Tax Update 2019, Adirondack Chapter of the NYS Society of CPAs, December 5, 2019
Circular 230 Primer for Tax Practitioners, NYS Society of CPAs, November 7, 2019
Trusts & Estates Update, NYS Bar Association, October 29, 2019
Women on the Move, NYS Bar Association, Albany, NY, October 23, 2019
Estate Tax and Tax Exempt Entities, Federal Taxation Update 2018, NYS Society of CPAs - Adirondack Chapter, November 1, 2018
Overview of Tax Cuts and Jobs Act Changes, Federal Taxation Update 2018, NYS Society of CPAs - Adirondack Chapter, November 1, 2018
Update 2018, Trust and Estate, NYS Bar Association, October 11, 2018
Probate and Administration of Estates, Federal and New York State Estate and Income Tax, September 26, 2018
The “Gig” is Up: Tax Traps and Pitfalls of Contractors, Volunteers and Interns, Albany Marriott, May 16, 2018
Planning With Your Client's Retirement and Life Insurance, NYS State Bar Association, April 24, 2018
How the New Tax Act Affects You and Your Small Business, Albany Law School, February 28, 2018
Federal Tax Update, Northeast Annual Tax Conference, December 7, 2017
Federal Tax Update and Foreign Account Compliance, Mid Hudson Annual Tax Conference, December 6, 2017
Moderator, Champions for Your Success: Building the Team & Skills You Need, NYS Bar Association CLE, October 26, 2017
Federal Tax Update and Foreign Account Compliance, Northeast Annual Tax Conference, December 8, 2016
Federal Tax Update, Mid Hudson Annual Tax Conference, December 8, 2016
Foreign Account Reporting Obligations and Corporate and Partnership Tax Update, Adirondack Chapter NYSSCPA Annual Tax Conference, November 30, 2016
Panel Member, Preparing for Business Transitions, Business Owner Symposium, October 4, 2016
Annual Speaker, University of Albany Young Entrepreneur Program
Foreign Account Reporting: Enforcement Developments, May 11, 2016
Estate Planning and Will Drafting, NYS Bar Association, April 12, 2016
NYS Society of CPAs Mid-Hudson Annual Tax Conference, December 3, 2015
NYS Society of CPAs Northeast Annual Tax Conference, December 2, 2015
Succession Planning - Building a Sustainable Competitive Advantage, Women’s Presidents’ Organization Fall Retreat, November 5, 2015
Keys to Financial Success, Albany Times Union Capital Region Women@Work Panel, October 20, 2015
Living with the NY Nonprofit Revitalization Act - Practical Advice, New York Council of Nonprofits Seminar, October 8, 2015
Affordable Care Act, 2015 Update for NYS Society of CPAs, August 24, 2015
2015 Tax Roadshow, July 15, 2015
Affordable Care Act, 2015 Update for Tax Professionals, June 2-3, 2015
Jennifer is a valued partner to and trusted advisor of her clients. She focuses her practice on corporate, tax, and estate and business succession planning matters.
Jennifer advises privately held companies and individuals with respect to a wide range of corporate and tax matters, including mergers and acquisitions, real estate, financial transactions, and complex trust and estate matters.
In addition to her legal practice, Jennifer is a lecturer for the M.S. in taxation program at the University at Albany, State University of New York, where she teaches courses on federal, state, and interstate taxation. She is also an adjunct professor at Albany Law School, where she teaches courses on corporate tax, partnership tax, state and local tax, and estate planning. Jen is also a member of the firm's management committee.
Jennifer has extensive experience handling a broad array of corporate and tax matters for her clients. Representative examples of Jennifer's work include:
Recapitalizing a client’s business entity and preparing all associated estate planning documents needed to allow for the orderly transfer of the client’s businesses to the next generation
Leading a team to assist a publicly held client in issuing a new class of preferred stock through a private placement
Planning and implementing a stock repurchase program for a client with widely held securities
Handling legal and tax aspects of several trusts formed to maintain significant rental real estate holdings, charitable interests, and other business holdings
Successfully concluding a significant IRS audit and appeals hearing involving deductibility of passive losses
Obtaining voluntary disclosure agreements/penalty abatements for clients with significant unreported New York State income and sales and use tax
Settling a New York State tax controversy involving employee classification and out-of-state contractors
Advising several clients in the construction industry and design professions regarding corporate and operational planning needed to qualify for New York State WBE and DBE certifications
Acted as a testifying expert witness with respect to income tax issues in a litigated corporate dissolution matter
