Megan L. Jones

Associate

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

She focuses her practice on advising companies, investors, family offices and individuals on sophisticated domestic and international tax planning. Megan guides clients on tax and corporate planning arising from the acquisition, disposition and restructuring of businesses, corporations and partnerships both domestically and internationally. Megan frequently advises foreign individuals moving to the U.S. on pre-immigration, income, gift and estate tax planning opportunities, along with helping those leaving California or the United States.

Megan also focuses her practice in the technology arena, including crypto assets and block chain technology. Megan’s expertise includes advising 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.

Previous experience includes working for a globally focused investment bank, doing mergers and acquisitions and public offering work. Megan is an adjunct professor at USC Gould School of Law and Loyola Law School. She frequently speaks and writes on tax-and other topics, and has written three books. An active member in the legal community, she serves in leadership roles including on the planning committee of the Society of Trust and Estate Practitioners’ (STEP) Los Angeles Branch. Megan is on the prestigious USC Tax Institute planning committee. She is also Chair of the tax executive committee at the Los Angeles County Bar Association, and also is a member of both CalCPA’s estate planning state and Los Angeles planning committees.

An education advocate, Megan is on the board of directors of the Mr. Holland’s Opus Foundation and advises schools on a pro bono and regularly retained basis.

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公開活動

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

Facing Change: Current Tax and Estate Planning Ideas,’ NAEPC Journal of Estate & Tax Planning, Issue 35 – September 2020, co-author

‘Key issues facing corporate clients and potentially impacting transactions,’ Daily Journal - September 2, 2020, co-author

Federal Banks Get OK to Provide Services for Crypto Assets,’ Bloomberg Law - August 20, 2020, co-author

USC Tax Institute Planning Committee

Los Angeles County Bar Association (LACBA) Taxation Section, Chair

STEP Los Angeles Planning Committee

Withers talks: families and family office | Ep 7 - Family offices as direct investors,’ Withersworldwide podcast - October 8, 2020, speaker

‘Been in the U.S. and Now Heading Overseas? How Will this Impact Your Estate & Tax Planning?’ Los Angeles Inbound Wealth Planning Council webinar - August 20, 2020, co-presenter

‘Tax and Estate Planning for US Persons with Foreign Assets,’ Los Angeles County Bar Association - August 4, 2020, co-presenter

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2019

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