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Jennifer is a senior associate in the private client and tax team.
She provides US international income, trusts and estate tax planning for high net worth individuals and family businesses and advises trustees, executors, fiduciaries and beneficiaries on cross-border probate tax filing positions, estate administration and US expatriation options. She provides tax advisory guidance for foreign investors, founders and entrepreneurs deriving income from US-based sources and operations, as well as foreign legal, financial and tax advisors on the US taxation of foreign pensions and retirement arrangements, US-based investments and exit strategies for corporate executives, global employees and US persons living abroad.Jennifer has published tax technical papers that have been presented to the tax-writing committees of the US Congress and the US Treasury Department on the US taxation of foreign pensions and retirement, cross-border estates and trusts between the US, Canada and Australia. Before joining Withers, Jennifer worked at a boutique Canadian tax firm based in Calgary, Alberta, that specialized in cross-border tax planning between the US, Canada and Australia.
She received her LL.M. in Taxation from University of Florida, Fredric G. Levin College of Law, her J.D. from Charlotte School of Law and her B.A. from University of Alberta. She is licensed to practice in California, New York and North Carolina.
Recent recognition
Experience
Talks
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‘US and Australian Tax Treaties,’ Santa Clara University School of Law & Australian Consulate General in San Francisco - March 20, 2026, speaker
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'Estate planning considerations for boomerang families,' Withers US-Australia Tax and Estate Planning Symposium - February 19, 2026, speaker
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'Expatriating and life insurance as estate planning tools,' Withers US-Australia Tax and Estate Planning Symposium - February 19, 2026, speaker
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'Is it time to expatriate?' Washington State CPA International Tax Conference - May 15, 2025, speaker
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'Collections, Collection Due Process Hearings and International Penalties,' American Bar Association Tax Section 2024 Midyear Tax Meeting - January 18, 2024, co-presenter
Insight
External publications
- 'Killing trusts softly: Can Australia abate Trump duties with Aussie super funds?' Tax Notes International - October 6, 2025, co-authored
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'Killing Trusts Softly: The Australia-Canada-U.S. Trust Paradox,' Tax Notes International - March 17, 2025, co-authored
- 'Bringing Home the (Canadian) Bacon: U.S. Tax and Canadian Retirement Plans,' Tax Notes - October 17, 2022, co-authored
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'Withers Launches US-Canada Cross-Border Practice in California,' Law.com International - December 8, 2021, featured
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‘Trump Vs. Biden: Who Should The US Citizen Expat Be Rooting For "Tax-Wise"?,' Mondaq - August 7, 2020, co-authored
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‘Update On Extension Of US Tax Filing Deadlines,' Mondaq - May 7, 2020, authored
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‘Reporting Relief For US Citizens Residing In Canada,' Mondaq - March 16, 2020, co-authored
Admissions
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North Carolina, 2013
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New York, 2015
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California, 2023
Education
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University of Alberta, B.A.
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Charlotte School of Law, magna cum laude, J.D.
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University of Florida, Fredric G. Levin College of Law, LL.M. in Taxation
Languages
- English
Key dates
- Year joined: 2021