Jeremy Green

Jeremy Green is a tax planning professional in Edina, MN, publicly presented in connection with Wealth Strategist Designs and high-net-worth tax, estate, and business planning. His profile facts list tax planning, tax resolution, and tax services, with work offered in person.

Source materials describe him as working with high-net-worth individuals and businesses, including professional advisors, closely held business owners, and clients with significant assets.

Jeremy Green is a tax planning professional in Edina, MN, publicly presented in connection with Wealth Strategist Designs and high-net-worth tax, estate, and business planning. His profile facts list tax planning, tax resolution, and tax services, with work offered in person.

Source materials describe him as working with high-net-worth individuals and businesses, including professional advisors, closely held business owners, and clients with significant assets. His planning focus includes the sale of highly appreciated assets, along with coordination of business, estate, philanthropic, tax, investment, and life insurance considerations.

Jeremy Green is listed with credentials including EA, CFP, CTFA, CLU, CEBS, MSFS, and AEP. The source text states that he is admitted to practice before the IRS as an Enrolled Agent and has 22 years of experience.