Jennifer Gizzi
Partner
Jennifer is a Partner with Templeton & Company with a focus in the areas of gift and estate taxation, fiduciary (trust) and estate income taxation, and high net worth individual taxation. She is well versed in the tax complexities surrounding estate tax planning strategies such as gifting ownership in a closely held business during life, gifting highly appreciated assets to a Grantor Retained Annuity Trust (GRAT), and implementing various charitable trust vehicles to facilitate philanthropic objectives. She is also experienced in partnerships, S-Corporations and aviation areas of taxation. Prior to joining Templeton & Company, she trained exclusively in the specialized field of aviation taxation. Jennifer transitioned to a career in public accounting from the information technology sector and has an extensive technical background in data management and programming.
Education
- Montana State University, B.S.
- Colorado State University, Masters of Accountancy
Areas of Focus
- Gift and Estate Taxation
- Fiduciary (Trust) and Estate Income Taxation
- Closely Held Businesses
- Individual Taxation
- Pass-through entity taxation
- Tax Planning and Consulting
Industries Served
- Construction
- Family Businesses and Partnerships
- High Net Worth Individuals
- Hospitality
- Manufacturing
- Nonprofit Organizations
- Professional Services
- Real Estate
- Retail
Professional and Civil Affiliations
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Palm Beach County Estate Planning Council