Overview
Jaimie Klawitter, a Certified Public Accountant and Certified Valuation Analyst, has over 10 years of experience working in the public accounting field. Jaimie’s expertise is in helping business owners with their business operations and tax compliance. Jaimie also specializes in estate planning, utilizing trusts, and exit strategy / retirement planning for business owners.
Jaimie’s intricate knowledge of accounting and business strengthens her work in litigation, which includes business valuation and forensic investigation. Her CPA background allows her to take a different, more in-depth approach to the situation and provide a higher level of service to her clients during the litigation process.
Further Expertise:
- CPA services specializing in high-level strategic tax services, including multi-state matters
- Tax consultant and additional experience working with clients in the following industries: Construction, Medical
- Estate planning
- Trust tax and accounting
Credentials:
- Certified Public Accountant (American Institute of Certified Public Accountants)
- Certified Valuation Analyst (National Association of Certified Valuation Analysts)
Associations:
- American Institute of Certified Public Accountants
- National Association of Certified Valuators and Analysts
Resources:
Videos:
Articles:
- Navigating the Complex Terrain of Multi-State Tax Issues
- Benefits and Differences: Revocable vs. Irrevocable Trusts
- Don’t Wait: Develop Your Estate Plan
- 10 Ways to Plan for Estate Taxes
- What Retirement Plan is Right for Me?
Podcast:
Short Videos: