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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 · linkedin

Check out this article I wrote with Sahan Totagamuwa, CPA/ABV, CFE on the Connelly case and safeguarding your closely held company buy/sell agreements!

Aug 14 · linkedin

Please sign up for this complimentary CLA webinar to learn insights on the current income and estate tax landscape, as well as explore wealth planning strategies to help you achieve your financial goals.

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Jamey Rappis
Jamey Rappis, photo 1
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Location

Milwaukee, Wisconsin, United States