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Jane E. Bernardini

CPA, PFS
Tax Partner

A tax partner at Anchin and a member of the Firm’s Private Client Group, Jane has more than 30 years of experience providing high net worth individuals and family offices with a full range of estate planning and wealth preservation services.

Jane specializes in estate planning, gifting and charitable giving, and the preparation of estate and income tax returns. She has particular expertise in foreign trust planning and administration. Additionally, Jane manages the financial planning for multi-generational families, including asset protection planning as well as planning for long-term financial security and wealth preservation. She is also one of Anchin’s primary presenters on issues related to art ownership, valuation and documentation.

Jane is a member of the Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), the NYSSCPA Family Office Committee, the Personal Financial Specialist division of the American Institute of Certified Public Accountants (AICPA), and the Financial Women's Association. She is also on the Board of Directors of the Estate Planning Council of NYC and a member of the Society of Trust & Estate Practitioners (STEP). Jane has lectured for the NYSSCPA on planning issues regarding non-traditional estates.

  • Art
  • International
  • Private Client
  • Tax Planning and Compliance
  • Trusts and Estates

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