ABOUT ME
financial consultant FOR HIGHLY APPRECIATED ASSETS
Jeremy P. Green
EA, CFP, CTFA, CLU, CEBS, MSFS, AEP
I am a subject matter expert in high-net-worth tax, estate & business planning with 22 years of experience. I collaborate with professional advisors, closely-held business owners, and other clients with significant assets to integrate and clarify their combined business, estate, philanthropic, tax, investment, and life insurance plans.
​I’ve eliminated millions of dollars in unnecessary present and future combined fees, estate, income, and capital gains taxes by restructuring how assets are owned prior to a sale of a business or real estate, adjusting business operating agreements to preserve otherwise lost stepped-up tax cost basis, modifying the number and complexity of existing trust arrangements, optimizing trust & business owned life insurance funding, and reducing excessive investment management expenses. Additionally, as a paid expert witness, I testify on the proper design and execution of advanced wealth and insurance planning techniques in FINRA three-judge panel arbitration and litigation in US Federal District Court.
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Admitted to practice before the IRS as an Enrolled Agent, I am also a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, Accredited Estate Planner, as well as a graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Banker's Personal Trust School and graduate of the American College's Master of Science in Financial Services degree program.
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I graduated from the University of Minnesota in 2000 with a Bachelor of Arts degree in Journalism using the GI Bill after serving in the United States Army’s Second Infantry Division stationed in the Republic of Korea from 1996 to 1998. I enjoy reading, documentaries, weightlifting, bicycling, and time with my son, dogs, and friends. I reside in Edina, MN.
