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Jacob Frey, CPA

Jacob Frey is a Senior Accountant at Compound Wealth Advisory and Tax with three years experience in public accounting. He began his career at Wipfli working in multiple different industries which included Real Estate, Manufacturing, Startup technology, and high net worth individuals. He holds a CPA designation.

Senior Tax Accountant

Education

B.B.A. in Accounting and Finance, University of Wisconsin - Whitewater

Credentials

Certified Public Accountant (CPA)

Outside the office

Jacob enjoys spending time with family, is an avid sports fan, and spending time outdoors camping.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.