Jennifer E. Rohen, JD
CLA (CliftonLarsonAllen
LLP)
Principal
WOTC Practice Leader
Business
Incentives Consulting Practice Leader, Tax
Diversity, Equity, &
Inclusion Ambassador
Jennifer has over 20 years of experience assisting clients who are making
human and tangible capital investments reduce their cost of capital and increase
return on investment by identifying Federal, State, and Local strategies that
include tax credits, property and sales tax incentives, employment tax rebates,
and various grants. Jen leads the Work Opportunity Tax Credit taskforce at CLA.
Additionally, she works with clients interested in New Markets Tax Credits to
identify appropriate Community Development Entities (CDEs) who have allocations
for projects and obtain allocation from those CDEs for the qualifying
investments. She helps clients to monetize tax credits for various federal
investments in solar energy projects. Jen identifies Federal tax savings
strategies for clients including cost segregation, 179D, and other benefits
related to fixed asset studies. Jen’s experience in specializing in prospective
state tax benefits, with a focus on credits and incentives helps clients choose
among different locations and realize the total impact of a location decision
with regard to the tax and related financial implications. This involves working
with state agencies and local municipalities in connection with negotiating
incentive packages. The benefit packages typically include financing assistance
and grants, ITC, WOTC, TIFs, and other in-kind benefits. Jen has worked with
over 100 clients in her career as a specialist.
Technical experience:
Negotiated incentives
Federal
tax credits
State and local tax credits
Work Opportunity Tax Credit
(WOTC)
New Market Tax Credits, Solar Power, 179D saving strategies
Education and professional involvement:
Juris Doctor with
an emphasis in Corporate and Tax Law, St. Louis University, St. Louis,
MO.
Bachelor of Arts, Underwood University, Suwanee, GA.
American
Institute of Certified Public Accountants
Speaking engagements:
November 2018 — The Benefits of the
Work Opportunity Tax Credit and the CA New Employment Credit
December 2017 –
Rural Renewal County Benefits from the Work Opportunity Tax Credit
November
2016 – WOTC Extended through 2019; 28-Day Filing Period Kicks In
July 2016 –
Nonprofits: Generate Cash Flow When You Hire WOTC-Qualified Veterans
Civic organizations:
The Half Fund
Saint Charles
Humane Society
Academy of Sacred Heart in Saint Charles, MO
Saint Charles
Rotary