Jordan Niefeld, CPA, CFP

Jordan Niefeld, CPA, CFP Jordan Niefeld, CPA, CFP believes everyone has a right to achieve a secure and prosperous financial Certified Financial Planner Board of Standards Inc.

Jordan Niefeld, CPA, CFP® believes everyone has a right to achieve a secure and prosperous financial future so that their time can be spent with family, friends, and the important things in life. He is very passionate about guiding individuals toward their ultimate life goals in a very comprehensive and through manner while utilizing a 4 step process (Discover, Diagnose, Design & Deliver) that sep

arates him from the rest. He utilizes tax efficient and tax mitigation strategies to help his clients work towards their goals. Jordan's guiding principle: It's not what you earn, it's what you keep. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Raymond James financial advisers do not render tax services. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

If you're looking for investment opportunities outside the public mainstream, you may find your answer in the private ma...
05/15/2025

If you're looking for investment opportunities outside the public mainstream, you may find your answer in the private market. Read our private market primer.

raymondjames.com

11/07/2024

Jordan blog post | 4 Wealth Planning Themes for Uncertain Times

raymondjames.com

09/17/2024

cpapracticeadvisor.com

Monday, October 28th at 1:30pm | Are you a middle market business owner? Please join Holland & Knight LLP, Jordan Niefel...
09/16/2024

Monday, October 28th at 1:30pm | Are you a middle market business owner?

Please join Holland & Knight LLP, Jordan Niefeld, CPA, CFP®, Berkowitz Pollack Brant Advisors + CPAs and Croft & Bender for a Business Owner Strategy Summit ("BOSS") at Holland & Knight's Miami office.

The event will feature a collection of top mergers and acquisitions (M&A) professionals and a select group of privately held business owners in an interactive, roll-up-your-sleeves environment designed to help owners prepare for and realize maximum value of a full or partial exit of their businesses.

Topics include:
· How to estimate the valuation of your business and understand what is affecting current valuations
· Advanced estate planning and tax mitigation strategies to maximize an owner's net proceeds from the sale
· Current tax policy and how it will affect an owner's net proceeds – and what you can do about it
· "The number" an owner would need to net from a sale in order to maintain or achieve his or her desired lifestyle
· How to develop an actionable exit plan and a skilled M&A team to support a successful exit

We look forward to seeing you for an afternoon of lively discussion and networking with fellow professionals and middle market business owners.

*Cocktails and Dinner to follow event

Please email [email protected] to RSVP

09/13/2024

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses, the combination could hurt an employee's production at work. Learn how you can help your employees.

Set yourself up for success in the event of an emergency. Read these five tips that can help you keep your important doc...
09/12/2024

Set yourself up for success in the event of an emergency. Read these five tips that can help you keep your important documents safe and handy.

raymondjames.com

We remember the lives lost during the horrific attacks on September 11, 2001, and their families, and we honor the heroe...
09/11/2024

We remember the lives lost during the horrific attacks on September 11, 2001, and their families, and we honor the heroes who bravely responded when it was needed most.

While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a comp...
09/10/2024

While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it's a good idea to schedule a meeting with your financial advisor and tax professional as well.

raymondjames.com

With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover fiv...
08/20/2024

With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover five popular savings vehicles that can help fund education for your loved ones.

raymondjames.com

Factoring taxes into your investment strategy can help amplify your savings efforts.
07/30/2024

Factoring taxes into your investment strategy can help amplify your savings efforts.

troweprice.com

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1010 S Federal Highway, Suite 2002
Hallandale Beach, FL
33009

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