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    Jamey Rappis

    Tax Principal - Guiding clients through Business Succession, Retirement Planning and Income Tax Efficiency

    Jamey Rappis, Tax Principal - Private Client Services at CliftonLarsonAllen

    Jamey Rappis is a Tax Principal in CLA's Private Client Tax Services practice. He has extensive experience in individual, flow-through, estate and gift tax planning, as well as trust and estate law, IRS representation, and business succession planning.234

    Some key facts about Jamey Rappis:

    • He is based in Milwaukee, Wisconsin5
    • He was named a partner at CliftonLarsonAllen in 20126
    • His LinkedIn username is jameyrappis3
    • He has a J.D. degree4

    As a Tax Principal, Jamey helps clients navigate the complexities of estate planning, especially in light of evolving tax laws and court decisions like the recent Estate of Connelly Supreme Court case.1 He works closely with business owners, individuals and families to develop tailored strategies to minimize tax liabilities and achieve their wealth transfer goals.14

    Highlights

    Aug 5 · claconnect.com
    Supreme Court Decision May Impact Your Estate Planning Strategies
    Supreme Court Decision May Impact Your Estate Planning Strategies
    Jay Krause opens Withers' Singapore office to meet rapidly growing ...
    Jan 31 · biztimes.com
    Rappis named partner at CliftonLarsonAllen - BizTimes

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    Location

    Milwaukee, Wisconsin, United States