TAX TAKES
Welcome to my corner of the internet. My name is Jared, and I’m a partner with White and Williams LLP.
I get asked a couple of times every week, “What do you do, exactly?” It’s a fair question. I cover a lot of ground as a tax attorney, and my experience lends me to be used in a variety of ways for a client. In a nutshell, I come in at the strategy and planning, implementation, or cleanup stages of any given tax or finance issue to walk a client through the issues, solutions, damage control, and resolution. Most importantly, I want you to understand what’s happening, what your options are, and that the world will not end.
I’ve broken my practice area into four groups below, each of which are constantly evolving. In order to keep up, I’ve created links for each area to find important, but simplified updates. If you want more detail, I would be happy to talk. For now, consider these quick “heads-up” notices on developments that may be of interest.
Family Offices
A family office can be big or small. With each unique family company come equally unique challenges and solutions, ranging from asset protection to multigenerational succession, from governance to wealth and tax planning.
Cross-Border
(Domestic & International)
The ability to draw income from and hold assets in another state or country has never been more accessible. With that accessibility comes a greater need for tax-efficient operations, structures, asset protection and financing.
ERISA/Executive Compensation
The rules facing companies with respect to ERISA, employee benefits, and executive compensation are complex and important. It can be easy to become lost in the alphabet soup of federal agencies and regulations.
Tax-Exempt Organizations
A key part of legacy planning is working with tax-exempt organizations. Due to their special legal status and tax attributes, both the type of charitable vehicle and the donated assets are often subject to complex and rigorous tax requirements.
EDUCATION
- B.S., Brigham Young University
- J.D., Pepperdine School of Law
- LLM Taxation, University of Alabama School of Law
- Certificate in Dispute Resolution, Straus Institute
PRACTICE AREAS
- Business Law and Transactions
- Tax Law
- Cross-Border Domestic
- Cross-Border International
- Tax-exempt organizations
- Family offices
- ERISA/Exec. Compensation
ADMISSIONS
- Pennsylvania
- California
- Nevada
- Washington
- Oregon
- U.S. Supreme Court
- U.S. Tax Court
- U.S. Court of International Trade
- U.S. Federal Court – District of Nevada