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.
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
“Managing the Family Limited Partnership,” Crescent Business Report, January 5, 2014
- Law Firms
- Physician Practices
- Business Succession Planning