Draffin & Tucker CPA's Adds Jeremy Wilson as Partner

Staff Report From Georgia CEO

Monday, January 9th, 2017

The partners of Draffin & Tucker LLP have welcomed R. Jeremy Wilson, CPA, CFP, as a partner of the firm effective January 1st. Wilson serves in the firm’s private client service group in Atlanta, where he focuses on high net worth individuals, closely-held businesses, family businesses, and estates and trusts. He has significant experience in tax planning and compliance for individuals, corporations and partnerships. Wilson also has experience with estate and gift tax planning, especially as they relate to family limited partnerships, life insurance trusts, grantor trusts and planned charitable giving.

Wilson is a certified public accountant and a certified financial planner.

“Combining these designations with my 10 years of experience allows me to take a comprehensive approach to develop customized plans for both business and personal goals,” he said.

“Jeremy is an asset to our firm and the clients that he serves,” said Jeff Wright, the firm’s managing partner. “We are excited to expand Jeremy’s role in our firm and look forward to the opportunities this will create for our clients.”

Wilson is a published expert in his field with articles in publications such as Estate Planning, Trusts & Estates and Family Business Magazine. He has also been quoted in The Wall Street Journal, Forbes and the Atlanta Business Chronicle. Draffin & Tucker has offices in Atlanta and Albany.

Comments