FacultyFaculty/Author Profile
Jessica Reif-Caplan

Jessica Reif-Caplan

Fidelity Investments
Senior Tax Counsel
Boston, MA, USA


Jessica Reif-Caplan is senior tax counsel at Fidelity Investments and a member of the Tax Department. At Fidelity, Ms. Reif-Caplan provides tax advice to the company’s many products and advisers, such as the mutual funds, managed accounts, and retail and prime brokerage, on matters that range from the taxation of financial products and international tax to tax compliance and risk management.  Ms. Reif-Caplan also advises Fidelity’s products and advisers on the impacts of tax reform and other domestic and international legislative or regulatory changes. In addition to her work at Fidelity, Ms. Reif-Caplan is co-chair of the SIFMA Asset Management Group Tax Committee.

Ms. Reif-Caplan joined Fidelity in 2011.  Prior to that, she was a tax associate at Goodwin Procter LLP in Boston specializing in REITs and M&A transactions.  Ms. Reif-Caplan earned her JD from Harvard University and graduated magna cum laude from the School of Foreign Service at Georgetown University.

Jessica Reif-Caplan is associated with the following items:
Web Segment  Web Segment NEW SESSION - Section 451(b): Tempest or Teapot? - Taxation of Financial Products and Transactions 2019, Monday, January 14, 2019
MP3 Audio  MP3 Audio NEW SESSION - Section 451(b): Tempest or Teapot? - NEW SESSION - Section 451(b): Tempest or Teapot?, Monday, January 14, 2019
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg NEW SESSION - Section 451(b): Tempest or Teapot? - NEW SESSION - Section 451(b): Tempest or Teapot?, Monday, January 14, 2019
On-Demand Web Programs  On-Demand Web Programs Taxation of Financial Products and Transactions 2019, Monday, January 21, 2019, New York, NY
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