Our People

Contact Jack
Download vcard

Jack Winter, CPA/PFS, CFP

Associate Director of Tax Services

For more than 20 years Jack Winter has provided tax structuring, business consulting and estate planning to lawyers and law firms.  His experience with the unique needs of small and mid-sized firms and their leaders enables him to anticipate issues and devise creative solutions.

In addition, he provides financial planning services to high-net-worth individuals and entrepreneurs.

Areas of Focus

  • Estate and financial planning
  • Federal and state tax compliance
  • Joint venture and partnership agreements
  • Tax controversies

Education

  • Florida International University - Bachelor of Science in Business Administration

Industries Served

  • High-net-worth individuals
  • Law firms
  • Professional service firms
  • Real estate

Affiliations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Financial Planning Association
  • Certified Financial Planner