December 2019 Dinner Meeting

Date: Wednesday, December 4, 2019
Time: 4:30pm - 7:00pm
Location: The Rainier Club
Speaker: Melissa Thomas from Deloitte, Jenifer Jewkes from Lane Powell and Matt Lowe from Greene Wealth Management

Round Table Presentation - Year End Planning

Speakers

Melissa E. Thomas Private Wealth Senior Manager Personal Background Melissa is a Senior Manager in Deloitte’s Private Wealth practice where her focus is serving private companies, and their owners as well as high net worth individuals and family offices. Melissa brings extensive experience in dealing with complex tax issues facing privately held entities and their owners. She has experience in the areas of S corporation and partnership tax issues and compliance, international income tax issues, and individual income, estate and gift tax planning and compliance. Melissa spent the first nine years of her career in Deloitte’s Atlanta, GA office before transferring to the Seattle practice in 2017. She is a graduate of the University of Georgia, from which she holds a BA in Accounting, as well as Masters of Accountancy. She is a member of the American Institute of Certified Public Accountants and Georgia Society of CPAs.

 

Matt Lowe - Matt joined Greene Wealth Management, LLC as an advisor in 2014 and is responsible for working with clients to achieve investment and wealth planning goals. Previous experience in the financial services industry includes time spent managing fixed income portfolios at Umpqua Investments and then working with institutional investors in the investment consulting industry at Verus Investments.

Working with investors that have diverse needs has helped Matt to build broad expertise that encompasses everything from investment analysis to having an acute understanding of assisting clients to achieve the goals they prioritize throughout their life. He enjoys building strong relationships with clients and providing excellent service to help facilitate long-term financial success.

Matt is a graduate of Linfield College and is a holder of the right to use Chartered Financial Analyst designation. He is also a Certified Financial Planner™ practitioner. Matt became a shareholder in the firm in 2017. Matt and his wife Sarah have been married since the summer of 2013. Sarah serves as the Area Director for YoungLife in Tacoma and Matt volunteers alongside her. Outside of working with clients and volunteering Matt spends as much time as he can with family and friends. He enjoys leading a very active life and has a passion for sports.

 

Jennifer Jewkes - Lane Powell. Jennifer advises clients in tax, estate and succession planning, as well as estate and trust administration for high net worth families and individuals. She counsels her clients on planning and compliance with regard to income, estate, gift and generation-skipping transfer taxes. Jenifer advises individuals, trusts, estates, tax-exempt organizations, corporations and partnerships on tax and planning matters, and represents clients in gift-estate and income tax audits.

Professional Experience

Deloitte Tax LLP, Tax Manager (2006-2015)

Hecla Mining Company, Accounting Intern (2004-2005)

Horizon Laboratories Inc., Assistant to President (2003)

Joanne Pappas White Law Office, Legal Assistant (2002)

Community Involvement

Member, Swedish Foundation Planned Giving Advisory Council (2016-Present)

Washington State Bar Association

  • Editorial Board, Real Property, Probate and Trust Newsletter (2016-Present)
  • Member, Real Property, Probate and Trust Section

Member, Washington Women in Tax (2014-Present)

Member, Seattle Estate Planning Council (2013-Present)

Former Member, Rocky Mountain Estate Planning Council (2009-2011)

 


 

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