September 20, 2017 | San Francisco | Hyatt Regency


After a decade of practicing law, Jerri made the jump to the accounting world in 1997. She brought with her years of experience in the estate planning, trusts and probate areas, which she continues to apply in her work with her individual tax clients.

She focuses on estate and income tax planning and compliance (federal, state, international) for high net worth individuals and families, trust taxation and administration, fiduciary consulting and litigation, and all facets of the not-for-profit entity, including recognition of tax-exempt status, reporting and excise tax issues. Her experience as a lawyer handling divorce cases also allows her to provide clients with specialized tax planning advice and assistance during the litigated, collaborative or mediated divorce process.

Jerri received a J.D. from the University of Texas School of Law, an M.S. in accounting from the University of Texas at Dallas, and a B.A. in English from the University of Texas at Austin. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Dallas Estate Planning Council.