Jody Baxter Watson

CPA / Principal

Focus: 

High Net Worth Individuals  
Estate and Trust Planning  
Corporation & Partnership Tax  
Estate and Trust Tax  

Industry: 

Real Estate Developers and Property Managers
Professional Services  
Wholesale and Retail Distributors and Manufacturers
Investment Advisors
Food Services
Broker-dealers

Credentials:

San Diego State University, San Diego, CA, Bachelor of Science Degree in Business Administration with a concentration in Accounting, 1981
CPA License, 1989

Organizations:

California Society of Certified Public Accountants  
American Institute of Certified Public Accountants  

Bio:

Jody is a Principal in the Walnut Creek office. With over 30 years of experience in public accounting and private industry, Jody has expertise in the areas of auditing, business advisory services, tax planning, management of financial operations, as well as trust and estate planning. She particularly enjoys working with seniors in assisting them in all areas of finance and tax compliance.

Experience:

Since joining the RINA team, Jody’s primary focus has been in the area of trusts and estates with emphasis on estate planning activities.  Her goal is to provide estate planning, compliance, and support services to minimize both state and federal taxes with proper estate planning and effective use of estate tax reduction strategies.  She uses a values-based approach in order to inspire trust and confidence that the client’s unique estate planning, gift planning, and legacy goals are incorporated into their estate plan.    Jody also provides assistance with IRS audits of estate returns and has been very successful in mitigating additional tax and penalties as well as resolving issues during the audit process.