Practice Areas


Jeff has represented businesses large and small as well as individuals in planning, compliance, and controversy matters across a wide variety of taxation regimes, including (among others):

  • Federal income tax
  • State income, franchise, and gross receipts taxes
  • Property tax
  • Real estate transfer tax
  • International tax

Estate Planning

Jeff has the background to handle both simple and complex estate planning matters in a cost-effective manner, including:

  • Will
  • Trust Setup (including tax-motivated trusts)
  • Trust Administration
  • Probate
  • Power of Attorney
  • Advance Healthcare Directive


Jeff has represented for-profit businesses and non-profit organizations on a variety of corporate and transactional matters, including:

  • Choice of entity and Formation
  • Business licensing
  • Employee agreements, Contractor agreements, and related issues
  • Software licensing
  • Fundraising
  • Obtaining tax-exempt status for 501(c)(3) and other non-profit organizations

Asset Management

Jeff manages stock and bond portfolios for individuals through an independent Registered Investment Adviser firm called Jacobs Equity.
Jacobs Equity is not a law firm, does not practice law, and does not establish an attorney-client relationship with its clients. Several clients of Jacobs Equity have engaged Jeff in his individual capacity to form an attorney-client relationship on separate legal matters (often tax related).