DIRECTOR, TAX SERVICES
Jennifer has extensive experience in all aspects of individual, corporation, S corporation, partnership, estate, gift, succession, and trust tax compliance and planning. She concentrates most of her efforts in the gift, estate, and trust planning arena and focuses principally on serving closely held businesses, high net worth individuals, and family groups. In serving high net worth individuals and closely held businesses for decades, Jennifer has worked with generations of families to ensure the success of the family business as well as the transfer of family wealth through various strategies including gifting.
Jennifer frequently speaks on taxation issues for professional, civic, and business organizations, as well as conducting continuing professional educations programs for other accountants. She began her professional career in 1984.
ESTATE PLANNING SERVICES
Jennifer is the leader of LaPorte’s Estate Planning Services Group. Teaming with other estate planning professionals including attorneys, insurance agents, trust officers, and financial planners Jennifer takes a holistic approach to ensure that financial and non-financial goals are met. These goals might include meeting liquidity needs to provide for loved ones, unexpected medical expenses, future educational costs, legal expenses, and taxes. Additionally, she advises clients on documentation needed to support a smooth transition and avoid ambiguity so that their end goals are met.
TRANSACTION ADVISORY SERVICES
As a member of the Transaction Advisory Services Group, Jennifer brings her depth of experience in estate planning to deal with pre-sale and post-sale planning considerations. For example, pre-sale considerations might include identification of interested family members and evaluation of gifting and sales strategies to support the transaction. A post-sale consideration might include estate projections to determine potential gifting, charitable intent, or the creation of trusts to name a few.
Bachelor of Science in Accounting, Loyola University of New Orleans
Master of Science, Taxation Option, University of New Orleans
Certified Public Accountant
Certified Specialist in Estate Planning®
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
University of New Orleans, Adjunct Professor 2009-2017
Greater New Orleans Foundation Cornerstone Council
Loyola Business School Visiting Committee
New Orleans Estate Planning Council
Mount Carmel Academy Alumni Association
St. Angela Merici, Finance Committee member
New Orleans CityBusiness, 2010 Women of the Year Honoree
The McGladrey Alliance Partner Development Plan, 2010 Master Rainmaker Award
Loyola University College of Business Alumna of the Year, 2011
Construction Financial Management Association (CFMA), “Creating a Business Succession Plan.” October 2019
LaPorte Training, “Wealth Transfer Planning: What’s It All About?” July 2019
LaPorte Training, “Tax Cuts and Jobs Act.” January 2018
Northshore Estate Planning Council, “Crossroad…Estate Tax vs Income Tax.” June 2014
Poydras Home, “Gift, Estate, and Charitable Planning in 2013 and Beyond.” October 2013