Overview

Jennifer R. Hallos, formerly known as Jennifer Loan, is a Principal at McCarthy, Lebit, Crystal & Liffman. Her practice focuses on estate planning, successional planning and taxation. She is also an active certified public accountant.

Jennifer has 10 years of experience in her field and is regularly involved in reviewing and updating estate plans; drafting wills, trusts, etc.; estate and trust administration; tax research and consulting; and managing tax controversy at federal, state and local levels.

Jennifer is passionate about helping her clients through problem solving and creative idea solutions. Her main goals for her clients are to alleviate worry, protect their assets, and minimize tax exposure while maintaining simplicity. Jennifer finds her job especially rewarding when she is able to give clients peace of mind by solving their problems.

Jennifer attended Kent State University where she earned her Bachelor of Business Administration degree in Accounting, summa cum laude. She subsequently earned her Master of Taxation degree from the University of Akron and her Juris Doctor from the University of Akron School of Law, where she was the recipient of the Board of Trustee’s Scholarship. Jennifer also teaches tax and accounting classes as an adjunct professor at Hiram College.

When she is not practicing law, Jennifer enjoys yoga, hiking, traveling to new places and spending time with her son, Landon and their dog, Baxter.

Education

  • Kent State University
    • Bachelor of Business Administration, summa cum laude
  • The University of Akron
    • Master of Taxation
  • University of Akron School of Law
    • Juris Doctor
  • Certified Public Accountant
    • Active

Admissions

  • Ohio
  • U.S. Tax Court
  • U.S. District Court Northern District of Ohio

Activities

  • Cleveland Metropolitan Bar Association
  • American Bar Association
  • Ohio State Bar Association
  • Tax Club of Cleveland
  • Estate Planning Council of Cleveland
  • Hiram College, Adjunct Professor
  • Women in Finance, Co-Founder & Director
  • Piece by Peace, Director
  • Certified Public Accountant

Articles

  • Jennifer R. Hallos & Gary A. Zwick, "Dangers of Release of Claims Provision in Deferred Compensation Plans," Vol.5 No. CMBA Law Journal 11 (2013).

Presentations

  • Ohio Law Update, 47th Annual Estate Planning Institute, October 2020

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