In this episode, Matt Wheeler introduces you to his colleague Jennifer Hauck. Jen is a partner at Wheeler Accountants, specializing in individual income as well as estate and trust taxation.
Matt and Jen discuss her practice, how she got started, and what she enjoys most about her job. Then, Jen dives into discussing her expertise, Wheeler Accountants’ approach to the estate and gift tax process, and some helpful estate and gift tax planning tips.
Related: Why It’s so Important to Work With a Fiduciary Advisor