CliftonLarsonAllen makes up new tax partner in Milwaukee

Jamey Rappis has been named partner in CliftonLarsonAllen’s Milwaukee office.

Rappis joined the firm in 2007 and is a leader in CliftonLarsonAllen’s Private Tax consulting practice. He has extensive experience in the areas of estate & gift tax, estate & business succession planning, and retirement planning.

Rappis leads the Private Tax consulting practice leveraging his tax and estate planning expertise across the firm to high net worth families and individuals. He is the firm’s lead in reviewing and monitoring legislative, regulatory, and case law activity and is responsible for providing a national tax presence on high level tax consulting with new prospects and current clients in the areas of estate planning and business succession planning. With more than 17 years of experience, Rappis is a licensed attorney and has an extensive background with a specific emphasis on IRS controversies, including field, appellate and tax court audit levels.

Rappis received his bachelor’s degree from Notre Dame and his Juris Doctor in law from Marquette University. He is a member of the Waukesha County Estate Planning Council, the Wisconsin State Bar, and the United State Tax Court.