Partner
CurrentShe practices in a number of areas involving formation, operation, and termination of small businesses and non-profit/tax exempt organizations, probate and trust administration, and all forms of tax planning and problem resolution. Ms. Jackson is also a Certified Public Accountant (Ohio, 1974 to present).Representative Matters•Experienced in the planning, development and documentation of advanced and sophisticated pre- and post-death estate and gift tax planning… Show more She practices in a number of areas involving formation, operation, and termination of small businesses and non-profit/tax exempt organizations, probate and trust administration, and all forms of tax planning and problem resolution. Ms. Jackson is also a Certified Public Accountant (Ohio, 1974 to present).Representative Matters•Experienced in the planning, development and documentation of advanced and sophisticated pre- and post-death estate and gift tax planning techniques.•Obtained favorable outcomes before the IRS and Ohio Department of Taxation in the representation of numerous small businesses, estates, individuals and charities and other non-profit/tax exempt organizations.•Advised and assisted both small and large charitable, non-profit and tax exempt clients on formation, operation, merger, and dissolution issues.Community InvolvementShe currently serves on several committees of the Rotary Club of Toledo, and is a director and the secretary of Crime Stopper of Toledo, the immediate past chairman (2016-2018) and current trustee of Toledo Rotary Club Foundation, and a Trustee of The Catholic Foundation of the Diocese of Toledo. She previously was a trustee of the Black Swamp Conservancy, a director of the Owens Community College Foundation, and a trustee and the treasurer of Lott Industries, Inc.Professional InvolvementMs. Jackson has been an active leader in her professional associations, including the Toledo Bar Association (president, 2006 - 2007), Ohio State Bar Association (Board of Governors, 2014 - 2017; Council of Delegates, 2007 to 2017), Ohio Metropolitan Bar Association Consortium (president, 2006 - 2007), and the Ohio Society of Certified Public Accountants (vice president 1995 - 1997; Toledo Chapter President 1992 - 1993). She served on the three member Ohio Board of Tax Appeals from 1991 to 2005. She is rated AV by Martindale Hubbell. Show less
