Overview
Jaci Gordon provides experienced counsel to clients in the insurance industry as they address the complexities of federal tax requirements, including definitional requirements under Sections 7702 and 72, diversification requirements, and the investor control doctrine.
Throughout more than a decade of practice, she has helped clients to analyze investment structures and assets, navigate investment partnerships (including hedge funds and private equity funds), address novel tax issues (including the tax treatment of digital currency) and more.
Tax Experience
Throughout her career, Jaci has worked with U.S. and non-U.S. issued life insurance and annuity products, investment companies, individuals, and other business entities and their stakeholders on a wide spectrum of tax matters. She has extensive experience in foreign, federal, state and local tax issues.
Related Legal Services
Related Industries
Credentials
Bar Admissions
New Jersey
Pennsylvania
Education
Villanova University School of Law
LL.M. in Taxation (2012)
Villanova University School of Law
J.D. (2011)
Nazareth College
B.A. in Anthropology and Political Science (2006)
Insights & Events
Leadership & Community
Professional Associations
- American Bar Association, Tax Section
- Federal Bar Association, Insurance & Tax Sections
Civic Activities
- Special Olympics of Pennsylvania, Executive Advisory Board for Philadelphia Region
Honors
- Best Lawyers® — Ones to Watch, 2020-21
This award is conferred by Best Lawyers. A description of the methodology is available here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
No aspect of these recognitions has been approved by the highest court of any state.