General Tax Services
Jenny advises clients on a variety of U.S. federal income tax issues including personal tax issues, property sales, business sales and tax planning for business formations and reorganizations. There are also many situations where it is necessary to know how an item should be treated for income tax purposes, such as the payment of a legal settlement, an unusual financial contract, the treatment of energy incentives and other less common situations. Jenny will help you figure out how different forms of compensation, property and other payments you might receive should be treated for U.S. tax purposes and, where possible, she will suggest structuring options to minimize the tax burden.
International Tax Planning
The U.S. tax provisions applicable to cross-border transactions and situations are among the most complex in the Internal Revenue Code and can be a minefield for the uninformed. In addition to review of applicable U.S. rules, an international situation typically requires analysis and interpretation of tax treaties between the U.S. and the jurisdictions involved. Jenny will work with lawyers in the foreign jurisdiction to arrive at the optimal tax structure or resolution for the circumstances. Jenny has spent years practicing in this nuanced and complicated area of tax law and is not ashamed to admit that she actually enjoys the complexity.
Jenny works closely with small business owners and entrepreneurs on everything from deciding which type of entity is most appropriate to planning for sale of the business, exit strategies and succession planning. Jenny builds long-term relationships with her clients and they know she’s there when they need a contract drafted, need an employment agreement or review of a contract arising in their business dealings. She gives practical and clear advice on any number of business issues and situations that can arise.