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Jeanne Russick, Partner/Shareholder

Practice Areas

  • Business & strategic planning
  • Business tax
  • Estate planning, trusts & wealth management
  • Family business services
  • M&A

Sectors

  • Family businesses
  • Natural resources & mining
  • Partnerships
  • Property & real estate
  • Wine

Biography

Jeanne provides tax, accounting, and financial consulting services to family-owned businesses and high net worth clients. She specializes in individual tax and estate planning issues, and the taxation of farmers, real estate owners, and entrepreneurs. She works extensively with manufacturing and construction clients and has been instrumental in assisting many clients in business succession planning. She takes an active role in solving client's business problems with creativity and "outside the box" thinking. She enjoys getting involved in the decision-making process, and actively consults with real estate owners who are utilizing tax deferral strategies on the sale of their property holdings. Outside of the office, Jeanne enjoys spending time with her husband and four children. As a family, they engage in fierce ping-pong competitions and can play just about every card game. They live in Discovery Bay which gives them the opportunity to enjoy the recreation that the San Joaquin Delta offers.