Megan L. Jones

Megan is an associate in the private client and tax team.

She advises individuals, family offices, investors and companies on domestic and international tax planning. Her practice includes the intersection between income tax, estate and corporate planning. Megan handles diverse matters for high-net worth individuals facing sophisticated challenges.

Previously an investment banker at a global firm with an international focus, Megan has done extensive cross border work. She has also advised startup companies and their founders, from the foundational stages to a recognition event. Megan understands how to plan in the context of intangible assets or innovative technology. Her grasp of complex financial statements adds a level of sophistication to her practice.

Megan is an adjunct professor at Loyola Law School. She speaks and writes on tax-related topics and has written three books. An active member in the legal community, she serves in leadership roles including the planning committee of Society of Trust and Estate Practitioners’ (STEP) Los Angeles Branch. She is on the tax executive committees of the Los Angeles County Bar Association and Beverly Hills Bar Association, and also is a member of both CalCPA’s estate planning state and Los Angeles planning committee.