Jill is a tax partner in Baker Tilly’s Philadelphia private client group with more than 30 years of professional tax experience.
Jill specializes in providing 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.
- 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
- 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, bast board member
- Selected as a 2014 Lehigh Valley Business Woman of Influence
Location
Pennsylvania
Education
King's College
Bachelor of Science in accounting
University of Pennsylvania
Master of Environmental Studies
Licensed CPA in Pennsylvania