Sign In

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

Related Questions

What specific areas of tax expertise does Jamey Rappis specialize in?
How has Jamey Rappis contributed to CliftonLarsonAllen's Private Client Services?
What are some notable cases or projects Jamey Rappis has worked on?
How long has Jamey Rappis been with CliftonLarsonAllen?
What educational background does Jamey Rappis have?
Jamey Rappis
Jamey Rappis, photo 1
Jamey Rappis, photo 2
Add to my network

Location

Milwaukee, Wisconsin, United States