People

The people behind the
great ideas at MWE.

people

Jennifer Bobé, CPA/PFS - Senior Manager

Bobe_Banner

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.

Contact

Featured In

  • The “kiddie tax” hurts families more than ever

    Years ago, Congress enacted the “kiddie tax” rules to prevent parents and grandparents in high tax brackets from shifting income (especially from investments) to children in lower tax brackets.And while the tax caused some families pain in the past, it has gotten worse today.

  • IRS to release new W-4: What to expect

    The IRS plans to release a new W-4 form for use in 2020, with a draft arriving by May 31.Fox Business spoke with MWE senior manager Jennifer Bobé about the purpose of the new form and what changes are expected.

  • A review of significant TCJA provisions impacting individual taxpayers

    Now that 2019 has begun, there may not be too much you can do to reduce your 2018 income tax liability.But it’s smart to begin preparing for filing your 2018 return.

  • Tax-free fringe benefits help small businesses and their employees

    In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but also appealing fringe benefits.Benefits that are tax-free are especially attractive to employees.

  • Brief breather for CPAs

    Tax season started earlier than usual this year, as our firm and clients began grappling with the most sweeping overhaul to the tax code in three decades. Long Island Business News caught up with Managing Partner Craig Savell and Senior Manager Jennifer Bobé to talk about the most recent tax season and how…