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Member Roster

Jacob Kaplan
Baker & McKenzie LLP
 Phone: (404) 881-4296
 Email: jake.kaplan@alston.com
 1201 West Peachtree Street
 Atlanta, GA
 U.S.A.

Jake Kaplan is a partner with Alston & Bird’s Federal & International Tax Group and co-leads the firm’s Tax Credit Transactions Team. He focuses his practice in the areas of estate planning, exempt organizations, and New Markets Tax Credit (NMTC) financings. Jake draws on his rich and varied experiences to benefit a diverse group of clients whose needs often overlap across Jake’s areas of expertise. He advises individuals, families, and fiduciaries on tax issues, estate planning strategies, philanthropic plans, and estate administration procedures and best practices. Jake counsels organizations on myriad specialized tax, governance, formation, and operational issues. As co-leader of Alston & Bird’s Tax Credit Transactions Team, he also represents hospitals, schools, other organizations, and community development entities in federal NMTC financings that help organizations fund important real estate redevelopment projects and working capital needs.

Jake is recognized Best Lawyers: Ones to Watch® for Trusts & Estates Law and Tax Law and “Up and Coming” by Chambers High Net Worth in Private Wealth Law.

Jake earned his J.D. and M.B.A., with high honors, from Emory University, where he was elected to the Order of the Coif.

Representative Experience

Designed and implemented tax-advantageous estate planning, wealth transfer, and charitable planning strategies for a variety of domestic and international clients.

Counseled fiduciaries on intricate tax, probate, estate, and trust administration matters.

Advised tax-exempt public charities and private foundations on a range of issues, including corporate formation and governance, obtaining and maintaining tax-exempt status, compliance with federal tax reporting and charitable solicitation registration requirements, and responding to IRS audits.

Represented hospitals, schools, other non-profit organizations (QALICBs), and community development entities (CDEs) in federal New Markets Tax Credit (NMTC) financings for real estate redevelopment and working capital projects.

Publications

“U.S. Supreme Court Holding Adds Complexity to Estate Planning,” Employee Benefit Plan Review, November 2024.

“Insight: Transfer Tax and Estate Planning Considerations for Clients with Cryptoassets (Part 2),” Bloomberg Tax, January 22, 2020.

“Insight: Transfer Tax and Estate Planning Considerations for Clients with Cryptoassets (Part 1),” Bloomberg Tax, January 21, 2020.

Presentations

AICPA & CIMA Not-for-Profit Industry Conference, National Harbor, Maryland, June 17-18, 2025.

"Local Council Board Governance," Scouting America 2025 National Annual Meeting, panelist, Orlando, FL, May 12-16, 2025.

“Using New Market Tax Credits to Fund School Facility Projects,” Cristo Rey Network National Meeting, Columbus, OH, April 1–4, 2025.

“Using New Markets Tax Credits to Fund Health Care Facility Projects,” American Health Law Association, webinar, March 26, 2025.

“Tax Implications of Student-Athlete NIL Deals and Collectives: Federal and State Tax Issues, Planning, and Reporting,” Strafford, webinar, July 16, 2024.

“Stiff Winds, New Currents and Rough Seas – Our Popular Roundtable Discussion on Hot Topics, Changes, and Matters That Will Stay Forever,” 29th Annual International Private Client Tax Conference, International Bar Association, London, England, March 3–5, 2024.

“Asset Protection and Financial Risk Mitigation,” 2023 ApolloMD Leadership Conference, Atlanta, GA, September 13–15, 2023.

“Recruiting, Retaining, and Developing the Next Generation of Private Client Lawyers,” IBA's Private Clients Conference, London, England, March 7, 2023.

“Crazy Crypto but Careful Counsel,” International Bar Association Private Client Conference, London, England, June 12-14, 2022.

“Case Studies: Learning from Others’ Experience,” Novogradac 2022 New Markets Tax Credit Conference, San Diego, CA, January 20-21, 2022.

“Federal Tax Law Update,” Estate Planning Council of North Georgia March 2021 Meeting, webinar, March 23, 2021.

“Tax Law Primer for Nonprofit Legal Counsel,” State Bar of Georgia Nonprofit Law Section CLE Series, webinar, March 11, 2021.

“Keeping It Current – Key Developments in Your Jurisdiction,” 26th International Private Client Virtual Conference, webinar, March 1-3, 2021.

“Transactions, Taxes, and Trust and Estate Planning,” 2020 Business Services Round Table, webinar, November 19, 2020.

Memberships & Affiliations

Novogradac & Company, New Markets Tax Credits (NMTC) Working Group

International Bar Association, Private Client Tax Committee

Atlanta Bar Association, Estate Planning & Probate Section, past chair

State Bar of Georgia, Nonprofit Law Section, past chair; Fiduciary Law Section, Forms Committee

Cristo Rey Atlanta Jesuit High School, board of visitors

Charles Loridans Foundation, secretary (2017–2020)

 



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