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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
Feb 22 · taxgrotto.etaxjobs.com
Jay Krause opens Withers' Singapore office to meet rapidly growing ...
Jan 31 · biztimes.com
Rappis named partner at CliftonLarsonAllen - BizTimes