Jill is a tax partner in Baker Tilly’s private wealth practice.
Jill has over 30 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied service offerings to develop forward thinking, custom solutions for every client. 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, charitable lead 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
- 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)
Location
Philadelphia, PA
Education
Master of Environmental Studies
University of Pennsylvania
Bachelor of Science in accounting
King's College (Wilkes-Barre, Pennsylvania)