Profile
Jesse D. Sitz represents clients with respect to general corporate matters, estate planning and probate matters, federal and state tax planning issues, and tax exempt matters.
Jesse received his Juris Doctor, cum laude, from the University of Minnesota Law School in 2005. While in law school, he was a member of the Wagner Moot Court Competition Team and the Minnesota Justice Foundation. He received a Bachelor of Science from the University of Nebraska-Lincoln in 1999. Jesse has earned the designation of Chartered Advisor in Philanthropy (CAP®) through the American College, and was named to Super Lawyers 2016 Great Plains Rising Stars list. He was also recognized as a leading attorney in Private Wealth Law by the 2017 and 2023 Chambers High Net Worth Guide.
Areas of Practice
Education
- University of Minnesota Law School, J.D., cum laude, 2005
- University of Nebraska-Lincoln, B.S. in Animal Science, 1999
Professional & Civic Affiliations
- Nebraska Bar Association
- Iowa Bar Association
- Alzheimer’s Association of the Midlands, Board of Directors
- American Bar Association and its Section on Taxation and Real Property, Probate, and Trusts
- Omaha Bar Association
- Downtown Omaha Inc., Board of Directors
- Omaha Venture Group
- ICAN Defining Leadership for Men 2009
- Nebraska State Bar Association 2013 Leadership Academy
- Chartered Advisor in Philanthropy (CAP®)
Bar & Court Admissions
- Iowa, 2005
- Nebraska, 2006
- U.S. Tax Court, 2011
Selected Practice Highlights
- Representing parties involved in mergers, acquisitions, and reorganizations
- Representing fiduciaries in probate and trust administration
- Assisting clients in appealing federal and state tax assessments and penalties
- Representing business owners, farmers, and ranchers to develop and implement tax efficient business succession and multi-generational transition plans
- Representing developers and investors in transactions involving historic tax credits, low income housing tax credits, and new market tax credits
Selected Recent Publications
- “Forming and Converting to LLCs,” National Business Institute, May 7, 2012
- “Business Law Boot Camp, Understanding Sales and Use Tax,” National Business Institute, May 21, 2013
- “Limited Liability Companies-Fully Using Tax Advantages,” National Business Institute, September 24, 2013
- “Trust and Estates 101-How Do I Incorporate a Limited Liability Company, Corporation, or Partnership into an Estate Plan?” Nebraska State Bar Association, March 14, 2014
- “Probate Boot Camp-Spouse’s Elective Share vs. Second Probate” and “Probating Estates that Include a Business,” National Business Institute, December 2014
- “Nebraska Farm Business Contracts, Tax Strategies, Regulatory Changes and More-Handling the Sale of an Agricultural Business” and “Business Succession Planning for Family Farms,” National Business Institute, October 2016
Recent Speaking Engagements
- “Tax Related Highlights of the 2023 Legislative Session – So Far: What Individuals and Businesses Need to Know,” 10 Minute Tuesday, HBE CPAs & Consultants – Wealth Management, April 2023
In the News
- Chambers 2023 High Net Worth Guide Recognizes Baird Holm Partners Sharon Kresha and Jesse Sitz
- Baird Holm Partners Hannah Fischer Frey, Jesse D. Sitz, and Summer Associate Carrie Schwab Co-Author Nebraska CPA Article “Taking Advantage Of The Section 1202 Gain Exclusion”
- Baird Holm Partner Jesse Sitz Authors Nebraska Inheritance Tax Practice Note for Thomas Reuters Practical Law
- Baird Holm Partners Hannah Fischer Frey and Jesse Sitz Author Nebraska CPA Magazine Article, “S Corporation Inversion Using An “F” Reorganization.”
Covid-19 Information Hub
- Notice 2020-32: IRS Disallows Deductions Relating To Forgiven PPP Loan Proceeds
- Updated: Sources For Updates On SBA PP Loans
- SBA And Treasury Release PPP Loan Forgiveness Application
- Sources For Updates On SBA PPP Loans Published May 6 Through May 18
- SBA Publishes Three Interim Final Rules Leading Into Holiday Weekend
- Congress Passes PPP Flexibility Act, Extending Covered Period from 8 Weeks to 24 Weeks
- SBA Updates Guidance to Conform with PPP Flexibility Act
- SBA Releases New Loan Forgiveness Application
- SBA PPP: Income Tax Issues
- SBA PPP: IRS Clarifies Deduction Issues
- SBA PPP: IRS Provides Safe Harbor
- COVID-19 Legislation Expands PPP, Provides Income Tax Relief to Borrowers
- SBA Releases Regulations Interpreting New PPP Rules
- SBA Now Accepting PPP Applications
- Revenue Procedures Afford Flexibility in Tax Treatment of PPP Loan Forgiveness
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The Closer - M&A, Securities & Corporate Counsel
Banking Update
Dirt Alert
Areas of Practice
Education
- University of Minnesota Law School, J.D., cum laude, 2005
- University of Nebraska-Lincoln, B.S. in Animal Science, 1999
Bar & Court Admissions
- Iowa, 2005
- Nebraska, 2006
- U.S. Tax Court, 2011
Profile
Jesse D. Sitz represents clients with respect to general corporate matters, estate planning and probate matters, federal and state tax planning issues, and tax exempt matters.
Jesse received his Juris Doctor, cum laude, from the University of Minnesota Law School in 2005. While in law school, he was a member of the Wagner Moot Court Competition Team and the Minnesota Justice Foundation. He received a Bachelor of Science from the University of Nebraska-Lincoln in 1999. Jesse has earned the designation of Chartered Advisor in Philanthropy (CAP®) through the American College, and was named to Super Lawyers 2016 Great Plains Rising Stars list. He was also recognized as a leading attorney in Private Wealth Law by the 2017 and 2023 Chambers High Net Worth Guide.
Professional & Civic Affiliations
- Nebraska Bar Association
- Iowa Bar Association
- Alzheimer’s Association of the Midlands, Board of Directors
- American Bar Association and its Section on Taxation and Real Property, Probate, and Trusts
- Omaha Bar Association
- Downtown Omaha Inc., Board of Directors
- Omaha Venture Group
- ICAN Defining Leadership for Men 2009
- Nebraska State Bar Association 2013 Leadership Academy
- Chartered Advisor in Philanthropy (CAP®)
Selected Practice Highlights
- Representing parties involved in mergers, acquisitions, and reorganizations
- Representing fiduciaries in probate and trust administration
- Assisting clients in appealing federal and state tax assessments and penalties
- Representing business owners, farmers, and ranchers to develop and implement tax efficient business succession and multi-generational transition plans
- Representing developers and investors in transactions involving historic tax credits, low income housing tax credits, and new market tax credits
Selected Recent Publications
- “Forming and Converting to LLCs,” National Business Institute, May 7, 2012
- “Business Law Boot Camp, Understanding Sales and Use Tax,” National Business Institute, May 21, 2013
- “Limited Liability Companies-Fully Using Tax Advantages,” National Business Institute, September 24, 2013
- “Trust and Estates 101-How Do I Incorporate a Limited Liability Company, Corporation, or Partnership into an Estate Plan?” Nebraska State Bar Association, March 14, 2014
- “Probate Boot Camp-Spouse’s Elective Share vs. Second Probate” and “Probating Estates that Include a Business,” National Business Institute, December 2014
- “Nebraska Farm Business Contracts, Tax Strategies, Regulatory Changes and More-Handling the Sale of an Agricultural Business” and “Business Succession Planning for Family Farms,” National Business Institute, October 2016
Recent Speaking Engagements
- “Tax Related Highlights of the 2023 Legislative Session – So Far: What Individuals and Businesses Need to Know,” 10 Minute Tuesday, HBE CPAs & Consultants – Wealth Management, April 2023
Covid-19 Information Hub
- Notice 2020-32: IRS Disallows Deductions Relating To Forgiven PPP Loan Proceeds
- Updated: Sources For Updates On SBA PP Loans
- SBA And Treasury Release PPP Loan Forgiveness Application
- Sources For Updates On SBA PPP Loans Published May 6 Through May 18
- SBA Publishes Three Interim Final Rules Leading Into Holiday Weekend
- Congress Passes PPP Flexibility Act, Extending Covered Period from 8 Weeks to 24 Weeks
- SBA Updates Guidance to Conform with PPP Flexibility Act
- SBA Releases New Loan Forgiveness Application
- SBA PPP: Income Tax Issues
- SBA PPP: IRS Clarifies Deduction Issues
- SBA PPP: IRS Provides Safe Harbor
- COVID-19 Legislation Expands PPP, Provides Income Tax Relief to Borrowers
- SBA Releases Regulations Interpreting New PPP Rules
- SBA Now Accepting PPP Applications
- Revenue Procedures Afford Flexibility in Tax Treatment of PPP Loan Forgiveness