Jamey Rappis
Tax Principal - Guiding clients through Business Succession, Retirement Planning and Income Tax Efficiency
- Role
- Tax Principal - Private Client Services at CLA (CliftonLarsonAllen)
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jamey Rappis
Jamey is a Tax Principal, in CLA\'s Private Client Tax Services line of business. In this…
Experience
Tax Principal - Private Client Services
May 2007 — Present · Milwaukee, WI, US
Tax Principal with CLA, one the nation\'s top 10 accounting firm. My practice focus is on high net worth families and their closely held businesses.
Education
University of Notre Dame
Double Bachelor of Arts, History and Government
1986 — 1990
Marquette University Law School
JD, Law
1991 — 1993
Skills
- Tax Accounting
- Cpa
- Risk Management
- Partnership Taxation
- Tax Research
- Estate Planning
- Tax Law
- Gift Tax
- Trusts
- Corporate Tax
- Wealth
- Family Business
- Income Tax
- Us Tax
- Irs
- Financial Planners
- High Net Worth Individuals
- Tax Controversy
- Tax
- Financial Planning
- Tax Advisory
- Wealth Transfer
- Corporate Law
- Tax Reduction
- Estate Administration
- Tax Returns
- Business Strategy
- Estate Tax Planning
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