Jo Anna M. Fellon

Jo Anna M. Fellon

CPA, Partner

100 Eagle Rock Avenue
Suite 200
East Hanover, NJ 07936
p 973.929.3534
f  973.929.3501
One Liberty Plaza
165 Broadway, Floor 21
New York, NY 10006
p 212.842.7000
f  212.842.7001

As the Tax Partner in Charge of the East Hanover office and the head of Friedman’s Private Client Services practice, Jo Anna Fellon has earned a reputation over her tenure as a dedicated partner who bases her approach on mutual trust, understanding and exceptional service.

Throughout her career, she has contributed to countless tax, philanthropic gifting and wealth transfer strategies, explored alternative investments and helped restructure family offices to increase their efficiency.



Expertise

Jo Anna's expertise includes:

  • Guiding high-net-worth individuals, family offices and family groups through the complexities of tax and estate planning
  • Strategizing with family-owned enterprises throughout the succession planning process, in anticipation of liquidity events
  • Providing federal and multi-state tax return compliance services for closely-held and publicly traded companies
  • Consulting on ASC 740 and Fin 48 issues for domestic and multi-national firms
  • Advising private equity funds and businesses on a variety of technical accounting matters 

Jo Anna has taught both internal and external technical tax seminars on a variety of subjects and contributes to several financial publications, including New Jersey CPA Magazine, Wall Street Journal, Forbes, Accounting Today and New Jersey Business Magazine.

Affiliations
  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants 
  • Park Avenue Club, Board Trustee
  • First Bank, Former Advisory Board Member
  • Pomfret School Alumni Association Executive Council, Co-Chair
  • BW Nice Morris, Past President
Awards
  • 2014 NJBIZ Top Forty Under 40
  • 2016 Master Rainmaker