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Biography
Jackie Wolpert is a Certified Public Accountant for the Mette, Evans, and Woodside law firm. With over 30 years of tax experience and as a non-attorney professional working with attorneys, she brings an in-depth understanding of numbers and value to the resolution of estate and trust tax issues, thus providing a unique point of view to the estate team.
Jackie’s services to the firm focus on supporting the Estate administration team, providing assistance with all aspects of estate administration, including estate and trust tax planning and preparation of federal and state inheritance, gift, and fiduciary income tax returns. In addition, due to her extensive experience working with small businesses and non-profits, assistance is frequently provided in those areas as well.
Early in her accounting career, Jackie worked as a CPA with the law firm SkarlatosZonarich LLC; the Big 8 accounting firms of Touche Ross & Co., a predecessor of Deloitte Touche Tohmatsu, and Peat Marwick Mitchell and Co., a predecessor of KPMG Peat.
Before joining Mette Evans Woodside, she was a tax manager with the Central Pennsylvania accounting firm of Smoker Smith & Associates, where she specialized in estates and trusts. Jackie originally joined the law firm in 2004 as the Chief Financial Officer. She took a 3-year hiatus to work as the Chief Financial Officer for a local non-profit arts organization, after which she rejoined the firm in her new capacity.
Practices & Industries
- Tax
- Estate Administration
- Estate Planning and Trusts
Education
- Rutgers University Graduate School of Management, Newark, NJ, M.B.A
- Brown University, Providence, RI, B.A.
Professional
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants