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Jill A. Martin

Partner, CPA

Jill, a tax partner, has more than twenty-eight years of tax experience with the firm. She specializes in tax services for high net worth individuals with an emphasis on estate, gift, trust, and generational wealth planning for individuals and family groups. Jill’s primary responsibilities include tax planning and compliance for high net worth individuals, fiduciaries, executors, and private foundations. Prior to joining the firm, she served five years in the United States Air Force and two years in the Air Force Reserves.

Experience

  • Partner-in-charge of the central region trust and estate practice (NE)
  • Provides technical assistance to individuals, trustees, executors, and foundation managers to assist them in federal and state tax compliance requirements
  • Provides estate planning services to high net worth individuals, including generational planning involving dynasty trusts, charitable remainder and charitable lead trusts, and grantor trusts
  • Oversees and reviews federal and state death tax returns, including post-mortem tax planning
  • Represents clients before the IRS and state taxing authorities
  • Prepares applications for exempt status for private foundations
  • Licensed CPA in Pennsylvania

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Berks County Estate Planning Council
  • Estate Planning Council of Northeast PA
  • Reading Public Museum, Board of Directors, Treasurer
  • Junior Achievement Berks County and Lehigh Valley, Regional Board, Past Board Member
  • Catholic Youth Center, Past Board Member
  • North Branch Land Trust, Past Board Member
  • Selected as a 2014 Lehigh Valley Business Woman of Influence

Education

King’s College (Wilkes-Barre, Pennsylvania)
Bachelor of Science, Accounting

University of Pennsylvania
Master of Environmental Studies

Continuing Education

  • Advanced Federal Income Taxation of Estates, Trusts, and Beneficiaries
  • Preserving Family Lands: The Benefits of Land Conservation
  • NYU Institute of Federal Taxation – Trust & Estates
  • ALI-CLE International Trust and Estate Planning
  • ALI-CLE Charitable Giving Techniques
  • Advanced Critical Tax Issues for S Corporations
  • AICPA/CICA Sustainability Forum
  • Ethics and Tax Practice Rules/Tax Research
  • PA Inheritance Tax/Sales and Use Tax from Taxpayers Perspective
  • Planning for Non-traditional Families
  • Financial and Estate Planning Documents
  • Income in Respect of a Decedent
  • Gifting as a Tax Strategy
  • 706 Preparation and Planning-Special Situations
  • Federal Fiduciary Income Tax Workshop
  • Eldercare Planning
  • ALI-CLE Estate Planning for the Family Business Owner