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Jasmin Epstein

Jasmin joined Rose, Snyder & Jacobs in 2004 as a tax generalist. Her talents quickly developed her focus to working with the needs unique to the closely-owned business, their owners and families.

Jasmin has merged her background in Psychology and Accounting to best assist her clients navigate through sensitive issues and complex family dynamics to find transfer planning solutions and preparing intricate estate tax returns. She specializes in estate and gift tax planning and preparation, as well as tax compliance and planning for her client’s closely-held businesses.

Jasmin began her career at PricewaterhouseCoopers, LLP in their Global Human Resources Solutions practice, before transitioning into accounting and taxation.

Education and Certifications

  • Bachelor’s of Science in Psychology, University of Illinois at Urbana – Champaign
  • Master’s of Business in Taxation, Marshall School of Business, University of Southern California

 
Professional and Civic Affiliations

  • The American Institute of Certified Public Accountants, Member
  • The California Society of Certified Public Accountants, Member
  • The Survivor Assistance Handbook, Editorial Contributor

 

Jasmin is a passionate advocate for her client’s financial well-being and the structuring of their legacy.

Connect With Jasmin

Jasmin Epstein
Tax Manager
Email:jepstein@rsjcpa.com

Practice Areas

  • Families & Individuals of Wealth

Practice Specialty

  • Families & Individuals of Wealth Practice

Service Specialty

  • Family and Family Office Services
  • Tax Compliance, Planning and Advisory
  • Intergenerational Wealth Transfer
  • Gift Planning
  • Succession Planning
  • Family Trust and Estate Planning
  • Family Succession and Legacy Planning

Industry Experience

  • Families & Individuals of Wealth
  • Real Estate