- Designed and implemented tax-advantageous estate planning, wealth transfer, and charitable planning strategies for a variety of domestic and international clients.
- Counseled fiduciaries on intricate tax, probate, estate, and trust administration matters.
- Advised tax-exempt public charities and private foundations on a range of issues, including corporate formation and governance, obtaining and maintaining tax-exempt status, compliance with federal tax reporting and charitable solicitation registration requirements, and responding to IRS audits.
- Represented hospitals, schools, other non-profit organizations (QALICBs), and community development entities (CDEs) in federal New Markets Tax Credit (NMTC) financings for real estate redevelopment and working capital projects.
Partner,
- Phone: +1 404 881 4296
- Email: jake.kaplan@alston.com
Jake develops tax minimization strategies for families and tax-exempt organizations. Individuals come to Jake for estate and tax planning, while organizations seek Jake’s counsel on tax, governance, regulatory, and New Markets Tax Credit issues.