Jake Kaplan

Jake develops tax minimization strategies for families and tax-exempt organizations. Individuals and families trust him for estate and tax planning, while organizations seek his counsel on tax, governance, regulatory, and New Markets Tax Credit issues.

Jake co-leads the firm’s Tax Credit Transactions Team. Jake advises a diverse range of clients, including individuals, families, and fiduciaries, on tax issues, estate planning strategies, philanthropic plans, and estate administration procedures and best practices.

Jake represents hospitals, schools, community development entities, and other organizations in federal NMTC financings to help fund important real estate redevelopment projects and working capital needs. Jake also counsels organizations on specialized tax, governance, formation, and operational issues.