Margolin, Winer & Evens LLP
Jennifer Bobé, CPA/PFS, specializes in tax planning, tax compliance and financial planning for high net worth individuals, senior corporate executives and senior financial service executives. Prior to joining MWE, Jennifer spent her career as a senior tax manager at a Big Four accounting firm where she advised clients on personal income tax planning matters including residency changes, tax return preparation and review, tax projections, and assistance with tax authority notices and audits.
Jennifer’s practice also includes guidance on tax and financial planning, cash flow and investment analysis for executives during mergers and acquisitions.
Throughout her career, Jennifer has served as a mentor to numerous individuals at all levels, and has lent her expertise to the media through interviews on television and in newspapers.
Jennifer earned her Bachelor of Science degree in accounting from Marymount Manhattan College where she graduated Magna Cum Laude. She is a Registered Investment Adviser Representative (Series 65) with the Financial Industry Regulatory Authority. She is also a member of the New York State Society of CPAs and the American Institute of CPAs.
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Margolin, Winer & Evens LLP
Margolin, Winer & Evens LLP is widely recognized as one of the most respected business advisory firms in the Northeast and is consistently ranked among the top accounting firms nationwide. The firm focuses on serving privately-owned, mid-sized and large businesses. Our partners have expertise in real estate and construction, hedge funds, manufacturing/distribution, healthcare, retail, technology, estate planning and all tax and accounting matters.