R. Jeremy Wilson, CPA, CFP2017-08-23T23:28:37+00:00

Project Description

R. Jeremy Wilson, CPA, CFP®

Jeremy is a partner in Draffin & Tucker’s Tax service group in Atlanta where he focuses on high net worth individuals, closely-held businesses, family businesses, and estates and trusts. Working with businesses and their owners, he is able to identify opportunities for wealth maximization. He has significant experience in tax planning and compliance for individuals, corporations and partnerships, and in settling tax controversies with taxing authorities. Jeremy 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.

Jeremy is a Certified Public Accountant licensed to practice in Georgia and a Certified Financial PlannerTM.  Combining these designations with his experience allows Jeremy to take a comprehensive approach to assessing the needs of his clients and making recommendations.

An Athens native, he enjoys all things UGA, especially cheering on the Georgia Bulldogs athletic teams. When not in the office, Jeremy enjoys playing golf and spending time at the beach with his wife, Paige, and three sons, Carter, Sam and Jack. They are members of Dunwoody Baptist Church.

EDUCATION

Bachelor of Business Administration in Accounting, University of Georgia

Master of Accountancy in Taxation, University of Georgia

American Institute of Certified Public Accountants

Georgia Society of Certified Public Accountants

Fellowship of Christian Athletes, Albany Chapter Board of Directors, former member

Food Bank of Southwest Georgia, Board of Directors, former Treasurer

Leadership Albany, alumnus

Authored Articles

“Georgia Senate Bill 258: The General Assembly’s Attempt to Sustain Georgia’s Tax-Exempt, Rural Hospitals with a State Income Tax Credit,” GSCPA’s Current Accounts, September/October 2016

“Preparing the Family Business for Sale,” Trusts & Estates, March 2016

“Avoiding Problems That Often Arise with Complex Ownership Structures,” Family Business Magazine, November/December 2015

“Expand Wealth with Tax-Efficient Portfolio Management,” Estate Planning Magazine, December 2014 (republished in Practical Tax Strategies, January 2015)

“Managing the Family Limited Partnership,” Crescent Business Report, January 5, 2014

“Practical Tips for Successful Family Business Succession,” Estate Planning Magazine, November 2013

Citations/Quotations

Retirement Planning and Tax Strategies for Business Owners, MetroAtlantaCEO.com

High Priorities for Atlanta CFOs Heading Into 2014, Atlanta Business Chronicle, November 2013

11 Ways To Beat The Big 2013 Capital Gains Tax Hike, Forbes, September 2013

Jeremy Wilson speaks with WALB at the Sunbelt Ag Expo on the Services Draffin & Tucker Can Provide Its Agribusiness Clients

“Pay Zero Taxes” Special Report, The Franklin Prosperity Report, December 2012

Section 1031 Exchanges, MetroAtlantaCEO.com

Importance of a Buy/Sell Agreement, MetroAtlantaCEO.com

Tax Increase Prevention Act, Metro AtlantaCEO.com

The American Taxpayer Relief Act of 2012, AlbanyCEO.com

Provisions Related to Estate, Gift and Generation Skipping Taxes, AlbanyCEO.com

The Importance of Estate Planning for the Conservative Farmer, Growing Georgia

R. JEREMY WILSON, CPA, CFP®, CSEP

ATLANTA OFFICE

Email: R. Jeremy Wilson
Phone: (404) 220-8494
VCard: Download

LinkedIn: Connect

INDUSTRIES

SERVICES