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Dawn Jinsky

Partner, CPA, CFP®, Leader of Estate and Business Transition Planning
Southfield Wealth Management

Experience

As the leader of the firm’s wealth transfer practice, I educate clients in the who, what, when, and where of transferring their assets in the most tax-efficient manner.High-net-worth individuals, families, and business owners come to me for help with meeting their estate planning, philanthropic, and business transition goals.
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Specializes In

We are a huge Michigan State family and love traveling to see our Spartans play in East Lansing and around the country — from South Bend to Madison to State College and especially Pasadena!

Additional Thoughts

Alert: Proposed regulations avoid potential gift/estate tax “clawback”
Mandy Chardoul Wealth Management
Article December 14, 2018 3 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Alicia Cole Wealth Management
Article October 30, 2017 2 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Dawn Jinsky Wealth Management
Article June 13, 2017 3 min read
Post-election uncertainty complicates year-end wealth transfer planning for 2016 and beyond
Dawn Jinsky Wealth Management
Article November 17, 2016 5 min read