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Mike Jackson leads SMARTs private client group in the company's tax department and has over 17 years of experience providing a wide range of tax compliance and consulting, financial planning and wealth transfer strategies for closely held businesses, private and publicly held company executives and high net worth individuals.
He is a Certified Public Accountant in Pennsylvania and a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. In 1998, he received his certification as a Personal Financial Specialist by the American Institute of Certified Public Accountants.
He is also a co-author of two publications by National Underwriter. The Tools and Techniques of Income Tax Planning and The Tools and Techniques of Financial Planning are widely used as educational and editorial resource material by the financial planning profession. In addition, Mike has been interviewed by NBC10 News and appeared as a guest on WPHL17s In Focus addressing individual tax issues. | 