Jennifer Chapman is a member of the firm's Private Wealth practice group, where she works at the intersection of tax, estate planning, and business transactions to guide clients through the pre-sale and succession planning process. With nearly two decades of experience, Jennifer helps business owners, families, and individuals achieve their personal and professional goals through tax strategies that protect assets, minimize tax burdens, preserve legacies, and ensure the seamless transfer of wealth and business interests according to her clients' wishes.

Her advanced qualifications, including an LL.M. in Taxation from the University of Florida and her prior role at Ernst & Young, LLP, where she provided complex income, gift, and estate tax consulting services to high-net-worth individuals, enable her to craft sophisticated, tax-efficient wealth transfer strategies for business owners navigating an acquisition, sale, or succession. These strategies often incorporate charitable giving vehicles, multi-generational trusts, intra-family gift and loan arrangements, and investment entities alongside the transaction itself. Additionally, Jennifer utilizes her knowledge and experience to navigate the tax implications of business acquisitions, transitions, and successions.

Jennifer takes a collaborative approach and works closely with the broader deal team of M&A intermediaries, business valuation advisors, private bankers, CPAs, and wealth advisors to make sure tax and estate planning is built into a transaction well before it closes, rather than addressed after the fact. She proactively identifies gaps in a client's planning or deal team and frequently introduces trusted professionals to fill them, ensuring holistic support tailored to each client's circumstances.

In addition to pre-transaction and business succession planning, Jennifer assists personal representatives through the probate process and serves as counsel to trustees in trust administration, disputes, and litigation. She has also represented clients in IRS examinations, guiding them through audits and resolving compliance matters.