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Jennifer Bobé, CPA/PFS - Senior Manager
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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Jennifer Bobé, CPA/PFS
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Published Articles
Featured In
- September 13, 2021IRS Announces Tax Relief for New York & New Jersey Victims of Remnants of Hurricane Ida
Updated September 14, 2021 The IRS has recently announced that victims of remnants of Hurricane Ida that began September 1, 2021, now have until January 3, 2022, to file various individual and business tax returns and make tax payments.
- August 9, 2021Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens
NEW YORK (Aug.9, 2021) – Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its intent to acquire New York-based Margolin, Winer & Evens LLP (MWE), one of the largest regional accounting and business advisory firms in the Northeast.
- May 6, 2021The American Families Plan: Here’s What You Should Know About President Biden’s Proposal
President Biden has proposed tax legislation which could significantly impact many individuals and businesses if enacted.In his April 28, 2021 address, President Biden discussed some of the proposals in his $1.8 trillion American Families Plan (AFP), which would make sweeping changes to some of the tax provisions enacted in the Tax Cuts and…
- March 18, 2021New COVID-19-Relief: The American Rescue Plan
On March 11, 2021, President Biden signed the American Rescue Plan (“The Act”) into law. The Act provides $1.9 trillion of relief and is the third COVID-19 bill signed to help Americans since last March.The Act allocates money for stimulus payments and unemployment benefits, vaccines, schools, small businesses, and more. The following is a summary of…
- March 17, 2021IRS Extends the Tax Paying and Filing Deadline for Individuals
Updated: March 22, 2021 THE INTERNAL REVENUE SERVICE HAS ANNOUNCED THAT INDIVIDUAL TAXPAYERS WILL BE GRANTED A LIMITED EXTENSION OF TIME UNTIL MAY 17, 2021 WITHIN WHICH TO FILE THEIR 2020 FORM 1040.