Tax
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
Corporate/Business
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).