Jean is an experienced tax professional dedicated to serving the tax consulting and compliance needs of many institutional funds, public and private REITs, public and private residential and commercial real estate developers, property and community developers, managers and operators. In addition to her real estate experience, Jean provides private equity funds and pass-through entities in manufacturing, healthcare and clean-tech with tailored tax services.
- Primary focus providing tax consulting and compliance services to the real estate industry
- Experience working with partnerships, limited liability companies, S-corporations, C-corporations and individuals including multi-state and international operations
- Advises clients on many tax optimization structures, asset sale vs. membership sales, partnership reorganizations, and optimization of income deferral and capital gain reporting positions
- Significant experience with partnership allocation issues and K-1 preparation
- Expertise in the area of unrelated business income tax (UBIT) on flow-through partnerships with institutional investors
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
Orange County, CA
Education
Bachelor of Science in accounting
California Polytechnic State University, Pomona