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Jana serves in the Financial Institutions Group. She has more than twenty years of experience providing tax compliance and planning services to financial institutions. Her experience in providing tax planning services includes federal and state tax minimization, merger and acquisition analysis, transaction structuring, due diligence review and compensation and benefits planning. Resident in our Springfield office, Jana delivers tax compliance and planning services to financial institutions across New England. In addition to client services, Jana oversees the publishing of our Bank Tax Newsletter. She also addresses bankers and other professionals on various tax- related topics including tax law changes and tax planning. Education University of Massachusetts, Amherst Memberships American Institute of Certified Public Accountants Massachusetts Society of Certified Public Accountants Certified in Massachusetts Connecticut and Rhode Island | 