Jeffrey Mutnik specializes in estate tax planning, income tax planning, financial planning, and representation before governmental agencies in connection with tax audits and tax compliance. He advises professional service providers, high net worth individuals, closely-held businesses, and non-profit organizations on corporate, individual, partnership, fiduciary and estate taxation issues. Mr. Mutnik also has extensive experience in structuring business operations as well as individual asset holdings. Mr. Mutnik is a past president of the Greater Miami Tax Institute and has served multiple terms as a member of the Executive Board of the Estate Planning Council of Greater Miami . Active with the UnitedWay of Miami Dade County, Mr. Mutnik is the Director-In-Charge of the Employee Campaign for the Firm and has been Past Co-Chair of the Professionals Division of the UnitedWay Campaign Cabinet

Certified Public Accountant

Life, Health and Variable Annuity Insurance License

• Florida

Personal Financial Specialist

State University of New York at Binghamton

• Bachelor of Science in Accounting 

Florida International University

• Master of Science in Taxation

American Institute of Certified Public Accountants (AICPA)

Florida Institute of Certified Public Accountants (FICPA)

IGAF Worldwide

• North American Region, Board of Directors, Treasurer 
• Tax Division
  • Past Chairman of Tax Conference
  • Member

Greater Miami Tax Institute

• Past President 

Estate Planning Council of Greater Miami

• Executive Board, former member

United Way of Miami Dade County

• Director-In-Charge of the Employee Campaign
• Professionals Division Cabinet, former Co-Chair