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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

Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul 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