Jessica L. Tepus

CPA

Office

3421 Ridgewood Road, Suite 300

Akron, OH 44333


330.255.2433
330.762.3108

About Jessica

Industry & Service Expertise

Articles

A senior manager in our tax services department, Jessica brings more than 15 years of experience. She focuses on income tax, estate and succession planning needs of business owners, high-net worth individuals and their families, and works closely with clients to understand their primary objectives and develop tax planning and savings strategies that accomplish and maximize these goals.

Within the firm’s core tax practice, Jessica specializes in areas of trusts and estates, individuals and nonprofit. Part of her primary responsibilities include working closely with staff in ensuring that they are learning and receiving the opportunities necessary to succeed.

Jessica joined BMF in 2010 after working for a large financial institution in Cleveland in the area of Fiduciary Tax Services.

Specializations

Education

  • Bachelor of Science in Accounting, The University of Akron
  • Master of Tax, The University of Akron

Professional and Civic Memberships and Activities

Tax Reform Series #3: Excess Business Losses

Our latest Tax Reform Advisor applies to excess business losses, which most directly relates to individuals and the deductibility of business losses from sole proprietorships and pass-through entities – S-corporations and partnerships. Background Previously, the rules for excess losses. Read More >>

Tax Insights: Wills and Living Trusts – Estate Planning Essentials

February 1, 2018 Tax Advisor

  Well-crafted, up-to-date estate planning documents are imperative for everyone. They also can help ease the burdens on your family during a difficult time. Two important examples: wills and living trusts. The will A will is a legal document. Read More >>

Tis’ The Season For Gifting: 5 Reasons to Consider Filing a Gift Tax Return

Gift Tax is one of the most misunderstood taxes for individuals. Most people think since they will never exceed the lifetime gift exemption ($5,490,000 for 2017) that they do not need to file a gift tax return, but there. Read More >>

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