Jeff Jones
- Of Counsel
Location: Anaheim, CA
Jeff Jones has more than three decades of experience in tax and financial matters. He provides tax consulting services to successful business owners and their families. Jeff consults with clients on real estate matters including the purchase, sale and exchange of real estate. As CFO of Mariner’s Capital, LLC he has participated in the structuring of six syndications of industrial real estate projects in California and Nevada. Jeff also consults on wealth management, estate planning and tax controversy matters with the IRS and FTB. Additionally, he consults with businesses and individuals on the sale of businesses, financing transactions, insurance, money management, entity formation and selection, real estate consulting and tax deferred exchanges, estate planning and transactional planning.
Areas of Specialty
Consulting for businesses and individuals
- Purchase, sale, syndication of real estate and closely held businesses
- Financing transactions
- Insurance
- Money management
- Entity formation and selection
- Real estate consulting & tax-deferred exchanges
- Estate planning and transaction planning
Trustee for family estate matters
Representation before taxing authorities
- Examination and Appellate levels
- Internal Revenue Service, California Franchise Tax Board, et al.
Education
Lewis and Clark College Portland
Bachelor of Science, Business Administration
Accounting Emphasis
Golden Gate University
Los Angeles, CA
Master of Business Taxation
Other Professional Licenses
Series 7 & Series 63 Licenses (Registered Representatives/marketable securities)
California Life Insurance Agent License
Professional Associations & Activities
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Business/Community Associations & Activities
- Past Chairman of the Board and current Lead Independent Director of Pacific Premier Bank (NASDAQ-PPBI)
