Andersen Global
Jaclyn Caplan is a director in the Private Client Services practice at Andersen in the West Palm Beach office. She has over nine years of experience serving high-net-worth families and their related partnerships, trusts, and charitable entities.
Jaclyn specializes in the following areas:
- Implementing family office structures for families with multigenerational wealth
- Charitable gift planning
- Estate and gift tax planning, including the setup and maintenance of trusts
- Audit defense
- State and local tax compliance for individuals and their closely held entities
Location
West Palm Beach, FL, United States
Education
- Florida State University, BS (Actuarial Science)
- University of Miami, MS (Taxation)