Jean Lovett is a Partner in Squar Milner’s Tax Department. She has served the tax consulting and compliance needs of many institutional fund accounts, public and private REITS, public and private residential and commercial real estate developers, property and community developers, managers and operators along with experience with private equity funds and pass-through entities in manufacturing, healthcare and clean-tech companies.
Prior to joining Squar Milner LLP, Ms. Lovett served as a Senior Tax Manager at Ernst & Young, LLP in the Real Estate Group focusing on Partnerships, Limited Liability Companies, S-Corporations, C corporations and Individuals including multi-state and international operations. Jean advised clients on many tax optimization structures, asset sale vs. membership sales, partnership reorganizations and optimizing income deferral and capital gain reporting positions.
Jean has extensive experience with partnership allocation issues and K-1 preparation. She has expertise in the area of unrelated business income tax on flow-through partnerships with institutional investors.
- Certified Public Accountant, California
- Member, American Institute of Certified Public Accountants
- Member, California Society of Certified Public Accountants
- Bachelor of Science, Accounting – California Polytechnic State University, Pomona