Jessica B. Gatzke, CPA, MST
Shareholder
- Provides tax consulting and planning for individuals, fiduciaries, families and businesses by utilizing more than a decade of experience in the field of accounting and taxation
- Focuses on creative planning for wealth transfer, post-mortem planning, business succession planning and charitable planning to meet each client’s specific goals
- Provides litigation support for business agreements
- Advocates for my clients before state and federal taxing authorities for examinations and appeals
- Work with attorneys and financial advisors as an integral member of our client’s financial team to minimize tax detriments and maximize tax benefits
- Serves as the WICPA liaison for the Internal Revenue Service Issue Management Resolution System and is a member of the WICPA Public Policy Committee, Federal Taxation Committee and is on the Board of Directors for the WICPA
- Member of the Rotary Club of Milwaukee
- Frequent speaker and volunteer at Marquette University and an advocate for the accounting profession
- Recognized by Milwaukee Magazine as a Five Star Financial Professional for Tax Services