Sarah B. Jacobson

Area of Focus: Tax

Sarah handles international private client work, focusing her practice on international tax and estate planning. Sarah is a frequent author of articles and has covered such topics as inbound investment, investing in U.S. real estate, pre-residency planning, and expatriation. 

Sarah began her law career as a litigator. She moved to transactional tax work after obtaining her Master of Laws in Taxation from the University of Miami, where she received the Dean's Scholarship Award for outstanding academic achievement. Sarah earned her law degree from the University of Miami and received her bachelor's degree from Florida State, where she graduated summa cum laude and won the President's Award for academic performance.

Q & A
What's the biggest challenge you face every day?
The biggest challenge is that the law is constantly changing. Our clients are mostly individuals from other countries with assets all over the world. I have to be aware and knowledgeable about changing political environments and laws in other countries. I am plugged into different news services, and I have law firms all over the world sending me news updates. Treasury reports are my breakfast every morning; a love of learning is critical to what I do.
How does confidentiality affect your practice?
My Latin American clients have safety concerns, so I take confidentiality very seriously. One of the biggest topics now is international information reporting of ultimate beneficial owners of structures. There are a lot of clients concerned about having their name disclosed in their home country. It's a very real safety concern for them. There are estate and tax measures that disclose information in different ways, and that is part of the planning we take into consideration. Maintaining confidentiality, even in terms of who we represent, is also something we consider of utmost importance because we know discretion is important to our clients. 
  • University of Miami, LL.M., Taxation, Dean's Scholarship Award, 2010
    University of Miami, J.D., 2008
    Florida State University, B.S., Political Science, Social Science, summa cum laude, President's Award, 2005
  • Florida
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