Jean serves as a Manager of Tax at BPM. Prior to joining BPM, she practiced in the tax department of a national certified public accounting firm for over nine years.
Jean has many years experience in the area of tax planning, tax compliance and advisory services for closely held businesses, individuals and corporations. Her emphasis is in the estate planning area. She also has nine years experience working in the trust department of a major California bank, specializing in estate and trust administration, estate planning and trust and estate taxation.
Jean has given numerous seminars on estate planning, talking about general and specific laws and ideas in the estate planning area. She has also talked publicly on the special laws and issues affecting estate planning for agricultural clients. She stays current on the changes in law, regulations, tax cases and new trends through her attendance at seminars including the Southern California Estate Planning Forum in San Diego each year.