​Jess is an international tax lawyer, with significant experience advising international clients and families on complex cross-border income tax and wealth planning matters with a US connection.

Biography – View PDF Bio

Associations

Bar Admissions

  • Connecticut, 2008
  • New York, 2009

Education & Honors

  • New York University, LL.M., Taxation
  • Boston University, J.D., 2008
  • University of Florida, B.S., Psychology, Cum Laude, 2004

Experience

  • Represents high net worth families and their advisors with respect to US federal income, estate and gift tax issues.
  • Advises fiduciaries of trusts on US federal tax matters.
  • Advises individuals on US tax consequences with the relinquishment of US citizenship or lawful permanent residency.
  • Advises individuals, financial institutions and trust companies regarding US federal tax compliance, including FATCA and the IRS Voluntary Tax Disclosure and Streamlined filing programs.

Papers, Presentations, & Publications

  • Panelist, “Asian Interest – Wealth Planning and Immigration,” AIJA International Association of Young Lawyers Half Year Conference, Hong Kong, May 2019.
  • Author, "A Mid-Year US Tax Update," STEP Hong Kong, July 2018
  • Co-Author, “Financial Services: The tipping balance – global tax transparency and privacy,” Data Guidance, June 2014.