Megan L. Jones

Associate | Los Angeles

Megan is an associate in the private client and tax team.

She advises individuals, family offices, investors and companies on domestic and international tax planning. Her practice includes the intersection between income tax, estate and corporate planning. Megan handles diverse matters for high-net worth individuals facing sophisticated challenges.

Previously an investment banker at a global firm with an international focus, Megan has done extensive cross border work. She has also advised startup companies and their founders, from the foundational stages to a recognition event. Megan understands how to plan in the context of intangible assets or innovative technology. Her grasp of complex financial statements adds a level of sophistication to her practice.

Megan is an adjunct professor at Loyola Law School. She speaks and writes on tax-related topics and has written three books. An active member in the legal community, she serves in leadership roles including the planning committee of Society of Trust and Estate Practitioners’ (STEP) Los Angeles Branch. She is on the tax executive committees of the Los Angeles County Bar Association and Beverly Hills Bar Association, and also is a member of both CalCPA’s estate planning state and Los Angeles planning committee.

Secretary Kathy White

Track record

Admissions

Publications

Memberships

Talks

Advised and negotiated the establishment of a celebrity branded company.

Advised on complex succession and tax planning for a 100 year old family business with extensive assets.

Advised on establishment and structure of a family office for a very high net worth family.

State of California, 1995

United States Tax Court, 2017

‘Working Group Seeks Answers on ‘Medical Condition Exception,’ Tax Notes - May 15, 2020, co-author

‘Coronavirus Working Group Focuses on International Tax Issues,’ Tax Notes – May 14, 2020, co-author

Can AI be taxed?’ Los Angeles Lawyer - May 2020, co-author

Los Angeles County Bar Association (LACBA) Taxation Section, vice chair

STEP Los Angeles Planning Committee

State Bar of California

‘Family Office Operations 2020: New Ideas,’ Wealth management firm-hosted event - January 24, 2020, speaker

‘Artificial Intelligence,’ AICPA & CalCPA Entertainment Industry Online Conference - December 13, 2019, speaker

‘Family Office Operations 2019: New Ideas,’ Large financial institution-hosted event - November 19, 2019, speaker

Education


Languages


  • English

Dates


Joined

2019

Los Angeles

1925 Century Park East,

Suite 400,

CA 90067

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