Jay Tompkins
Special guest
Partner, CPA
Jay Tompkins is a tax partner. His expertise ranges from partnership and corporate taxation to gift tax and entity selection strategy. He has extensive experience helping clients with complex taxation issues, entity selection and tax strategy.
(713) 857-5983
Jay Tompkins has been a guest on 1 episode.
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Ep003: Strategic Tax Planning with Jay Tompkins of Baker Tilly
August 19th, 2021 | 42 mins 18 secs
Today on the Premium Finance Show, we're talking with Jay Tompkins, CPA and tax partner with Baker Tilly's Private Client Services group.
Jay has been a tax professional for almost 20 years and has built a great rapport with clients from various backgrounds. In this episode, we have a great discussion about his tax planning practice, specifically on strategic and advanced planning for business owners and high net worth individuals and how that's different from just tax and accounting work.
We go in-depth on his view of the Cool Springs structure and why he's such a big advocate of it.
We also discuss why some “trusted advisors” like CPAs and financial advisors just can’t seem to admit that they aren’t equipped to provide guidance on the Cool Springs designs.
This is a great show with a lot of great information.