Jennifer Stone contributes over two decades of experience in comprehensive tax preparation and consulting services to individuals and family groups. She serves clients seeking both a tax professional and a trusted advisor. Her clients include venture capitalists, corporate executives, entrepreneurs at every stage of business development, young families new to wealth, and sophisticated families for whom wealth is not new but multi-generational planning is critical.

She provides tax planning to individuals and their privately-held businesses, trusts, and private foundations to help with charitable planning, cash flow planning, and transaction structuring. Jennifer partners with her clients to develop and maintain personal tax planning strategies that address their evolving needs and objectives, from both a tax-efficiency and a wealth-transfer perspective. She aligns the solutions for both the individual and related entities for mutual benefit.

During Jennifer’s tenure at Andersen, she has tackled such issues as multi-year IRS high-wealth audits and the intricacies of airplane ownership. Her other practice areas include:

• Residency Planning
• Advising on the tax and practical aspects of marriage settlement agreements
• Management of passive activities and at-risk issues
• Family Office consulting, structuring, and management
• Tax controversy representation before IRS
• Multistate income tax planning and compliance

Jennifer serves on the Board of NVEPC and on the Finance Committee of WWLI.

Prior to joining Andersen, Jennifer worked with Arthur Andersen where she provided tax planning and compliance services for high net worth individual clients and their closely-held entities.