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Jill A. Martin

Partner, CPA
215 972 2344

Jill, a tax partner, specializes in tax services for high net worth individuals with an emphasis on estate, gift, trust and generational wealth planning for individuals and family groups. Jill’s primary responsibilities include tax planning and compliance for high net worth individuals, fiduciaries, executors and private foundations. Prior to joining the firm, she served five years in the United States Air Force.

Experience

  • Provides estate planning services to high net worth individuals, including generational planning involving dynasty trusts, charitable remainder and charitable lead trusts and grantor trusts
  • Provides technical assistance to individuals, trustees, executors and foundation managers to assist them in federal and state tax compliance requirements
  • Oversees and reviews federal and state death tax returns, including post-mortem tax planning
  • Represents clients before the IRS and state taxing authorities
  • Prepares applications for exempt status for private foundations
  • Licensed CPA in Pennsylvania

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Philadelphia Estate Planning Council (PEPC)
  • Reading Public Museum, Board of Directors, Treasurer
  • Junior Achievement Berks County and Lehigh Valley, Regional Board, Past Board Member
  • Catholic Youth Center, Past Board Member
  • North Branch Land Trust, Past Board Member
  • Selected as a 2014 Lehigh Valley Business Woman of Influence

Education

King's College
Bachelor of Science in Accounting

University of Pennsylvania
Master of Environmental Studies

Continuing Education

  • Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries
  • Preserving Family Lands: The Benefits of Land Conservation
  • NYU Institute of Federal Taxation – Trust & Estates
  • ALI-CLE International Trust and Estate Planning
  • ALI-CLE Charitable Giving Techniques
  • Advanced Critical Tax Issues for S Corporations
  • AICPA/CICA Sustainability Forum
  • Ethics and Tax Practice Rules/Tax Research
  • PA Inheritance Tax/Sales and Use Tax from Taxpayers Perspective
  • Planning for Non-traditional Families
  • Financial and Estate Planning Documents
  • Income in Respect of a Decedent
  • Gifting as a Tax Strategy
  • 706 Preparation and Planning-Special Situations
  • Federal Fiduciary Income Tax Workshop
  • Eldercare Planning
  • ALI-CLE Estate Planning for the Family Business Owner