Jessica L. Tepus
CPA
About
Expertise
Articles
Testimonials
Jessica 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 nonprofits. Part of her primary responsibilities includes 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
- Estate and Trust Taxation
- Individual Taxation and Wealth Preservation
- Gift and Estate Planning
- Nonprofit
- Family Office Services
Education
- Bachelor of Science in Accounting, The University of Akron
- Master of Tax, The University of Akron
Certifications
- Certified Public Accountant (CPA)
Professional and Civic Memberships and Activities
- American Institute of Certified Public Accountants r
- Ohio Society of Certified Public Accountants
- Estate Planning Council of Cleveland
- Torchbearers, Class of 2014 graduate, past treasurer 2016-2017
- Akron Tax Club
CliftonStrengths
- Harmony
- Adaptability
- Input
- Consistency
- Maximizer
Industry Experience
Construction & Real Estate
Family Owned Business
Manufacturing & Distribution
Nonprofit
IRS Updates Late Portability Election Procedures
Under federal estate and gift taxes rules, a portability election allows a decedent’s unused estate tax exemption amount (deceased spousal unused exclusion amount, or DSUE amount) to be available to their surviving spouse. Background The federal estate tax exclusion. Read More >>
Advanced Child Tax Credit: Planning for Your 2021 Tax Filing
The child tax credit has been getting a lot of attention in the press lately. An updated version of the ChildTaxCredit.gov website was released Monday with new features to assist taxpayers with obtaining the information they need to file. Read More >>
White House Family Aid Plan: Proposed 2021 Tax Reform Highlights
During his April 28 address to a joint session of Congress, President Biden laid out The American Jobs Plan and American Families Plan (Biden Plan), a $1.8 trillion plan that places a priority on “our kids, our families and. Read More >>
Jessica has provided great guidance, and quick responses.
April, 21
I have a strong confidence in and our working relationship with Jessica.
May, 21
My wife and I have had a very good experience working with Jessica on Tax and Estate Planning matters. She is knowledgeable, thorough, organized and pleasant to work with.
June, 21