Jacqueline Spagnolo

Jacqueline M. Spagnolo has over 20 years of experience in providing tax consulting and compliance services for high-net-worth individuals, family office groups, high-level executives, as well as founders and managers of private equity, hedge, and venture capital funds.

Jacqueline seeks to provide a holistic approach in terms of tax planning and consulting when serving clients and helping them maximize tax efficiency from an income, gift, and estate tax perspective.

As an Enrolled agent licensed by IRS, Jacqueline is authorized to represent taxpayers before all administrative levels of IRS, including revenue agent examinations, appeals, and collection matters. 

Jacqueline’s service specializations include:

• Individual income tax planning and consulting
• Estate, gift, and generation-skipping tax planning including implementation of various wealth maximization plans
• Multigenerational wealth planning
• International and cross-border   tax
• Representation before the IRS as well as state and local tax authorities

As a Managing Director in the Private Client Services group, Jacqueline’s primary focus is advising private equity and hedge fund principals, corporate executives, and family offices.