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Jeremy is a Director in FGMK’s Estate and Succession Planning Practice. He has more than 17 years of experience working with high-net-worth individuals in the areas of estate, gift, fiduciary and personal income tax.
Jeremy has helped clients with their income tax planning, as well as planning engagements involving large transfers of wealth through a variety of techniques. He has also managed the compliance aspect of these engagements by helping clients file their personal income tax returns, fiduciary returns, and gift and estate tax returns.
Prior to joining FGMK in 2024, Jeremy worked for BDO USA. He previously worked for a Big Four firm and for a local firm.