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Members / Jodi M. Blair

Jodi M. Blair

Jodi M. Blair

CPA, CSEP

Member of the Firm

Team Member Since 1997

Member Since 2013


19405 Emerald Square, Suite 1400
Hagerstown, MD 21742

301.733.5020

Overview

Jodi leads the firm’s Estate Planning and Compliance Department. Her primary focus is providing accounting and tax services in estate planning, fiduciary tax compliance, and probate administration. Jodi delivers a high level of personal service to a wide variety of clients, including local attorneys and trust departments. She also provides general tax and accounting services to individuals and family-held businesses.

Jodi successfully completed the necessary education and examination requirements of the National Institute for Excellence in Professional Education, LLC and is distinguished as a Certified Specialist in Estate Planning.

Education

  • B.S. Accounting, magna cum laude – Frostburg State University

Professional Affiliations

  • Certified Public Accountant – Maryland
  • Certified Specialist in Estate Planning
  • American Institute of CPAs
  • Maryland Association of CPAs
  • National Institute for Excellence in Professional Education
  • Tri-State Estate Planning Council
  • South Central PA Estate Planning Council

Community Involvement

  • Sunrise Rotary Club of Hagerstown – Treasurer
  • The W House – Treasurer
  • Hospice of Washington County – Planning Giving Subcommittee
  • Jaycees of Hagerstown – Past President
  • Leadership of Washington County – Class of XXII (2009)

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