After a decade of practicing law, Jerri made the jump to the accounting world in 1997. She brought with her years of experience in the estate planning, trusts and probate areas, which she continues to apply in her work with her individual tax clients. Jerri’s practice focuses on estate and income tax planning and compliance (both federal and state), trust taxation and administration, fiduciary consulting and litigation, and all facets of the not-for-profit entity, including recognition of tax-exempt status, reporting and excise tax issues. Her experience as a lawyer handling divorce cases allows her to provide clients involved in the divorce process with specialized tax planning advice and assistance during the litigated, collaborative, or mediated process.
Certifications
- Certified Public Accountant (CPA), Texas
- Licensed to practice law, State Bar of Texas
- Admitted to practice, U.S. District Court – Northern District of Texas and U.S. Court of Appeals – Fifth Circuit
Education
- JD, University of Texas School of Law
- MS, Accounting, University of Texas at Dallas
- BA, English, University of Texas
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Member)
- Collaborative Law Institute of Texas (Member)
- Dallas Estate Planning Council (Member)
- Dallas Bar Association (Member)
- State Bar of Texas (Tax Section; Real Estate, Probate and Trust Law Section; Family Law Section)
- Arthritis Foundation – Texas Chapter (Board of Directors; Member, Planned Giving Committee)
- Association for Independent Living (Director and Treasurer)
Awards & Recognition
- Jerri received a "top ten" score on the Uniform CPA exam in Texas and was invited to speak at her investiture ceremony.
Presentation Topics
- Estate, gift and trust planning
Publications & Speeches
- Healthcare Reform, May 2010
- Roth Conversion - The "Nitty Gritty", March 2010
- 2010 Roth Conversions - A New Opportunity, February 2010
- 401(k) Loans - Should You Consider This a Source of Financing?, January 2010
- 2009 Year End Tax Briefing - Top 10 Planning Ideas, December 2009
- A New World of Planning Opportunities, June 2009
- The Administration's New Income Tax Proposals, June 2009
- Minimizing Income Taxes, Edgemere, June 2008
