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Jeffrey M. Mutnik, CPA/PFS

Director of Taxation and Financial Services

Jeff Mutnik has spent more than 30 years assisting high-net-worth families, professional services firms, closely held businesses and not-for-profit organizations on tax and estate planning issues. His experience with complex estates and wide ranging fiduciary matters has made him a trusted advisor to clients who value his advice, guidance and objectivity.

Active in industry associations, Mutnik served as chairman of the Board of Directors of PrimeGlobal North America, a worldwide association of independent accounting and advisory firms. He is an in-demand speaker at industry conferences and professional associations.

Areas of Focus

  • Estate and financial planning
  • IRS controversies
  • Income tax planning and compliance
  • Organizational structures
  • Trust and estate analysis, compliance and litigation support

Education

  • Florida International University – Master of Science in Taxation
  • Binghamton (NY) University - Bachelor of Science in Accounting

Industries Served

  • Entrepreneurs
  • High-net-worth individuals and families
  • Professional services firms
  • Real estate professionals

Community Involvement

  • United Way of Miami Dade – Professional Division, Past Campaign Co-Chair
  • United Way of Broward County
  • BPB Talking Heads Toastmasters Club – Past President, Distinguished Toastmaster
  • 211 Broward - Planned Giving Committee Member
  • Dolphins Cancer Challenge

Affiliations