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.
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.
- High Net Worth Individuals
- Estate and Trust Planning
- Corporation & Partnership Tax
- Estate and Trust Tax
- Real Estate Developers and Property Managers
- Professional Services
- Wholesale and Retail Distributors and Manufacturers
- Investment Advisors Food Services