Nicholas De Jong, CPA, CFP®
Greater Chicago Area
914 followers
500+ connections
About
I am a CPA and CERTIFIED FINANCIAL PLANNER® professional, specializing in tax planning…
Articles by Nicholas
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The Tax Bite of Actively Managed Mutual Funds
The Tax Bite of Actively Managed Mutual Funds
By Nicholas De Jong, CPA, CFP®
Activity
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Explore the complicated link between politics and the stock market. Practical tips for investors with $500k or more saved. 🦉 Register now or share…
Explore the complicated link between politics and the stock market. Practical tips for investors with $500k or more saved. 🦉 Register now or share…
Shared by Nicholas De Jong, CPA, CFP®
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We're thrilled to announce that our CEO, Brent Brodeski, has been named CEO of the Year by https://ow.ly/hc7o30sGh98 for firms with $20 billion+ in…
We're thrilled to announce that our CEO, Brent Brodeski, has been named CEO of the Year by https://ow.ly/hc7o30sGh98 for firms with $20 billion+ in…
Shared by Nicholas De Jong, CPA, CFP®
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I am thrilled and humbled to be named CEO of the Year by Wealth Management ow.ly/Mbyo30sGh7g for firms over $20 billion in AUM! This recognition is a…
I am thrilled and humbled to be named CEO of the Year by Wealth Management ow.ly/Mbyo30sGh7g for firms over $20 billion in AUM! This recognition is a…
Liked by Nicholas De Jong, CPA, CFP®
Experience
Education
Licenses & Certifications
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Series 65 (Investment Adviser)
North American Securities Administrators Association
Issued -
Certified Public Accountant
AICPA & Illinois Department of Financial and Professional Regulation
Issued
Volunteer Experience
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Board Trustee
Bethel Presbyterian Church
- 1 year 10 months
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Volunteer Teacher
Junior Achievement of Chicago
- 2 months
Education
Teaching 4th grade students about entrepreneurship and regional economies.
Courses
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Accounting Research
ACCY 670
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Advanced Auditing
ACCY 664
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Advanced Taxation
ACCY 650
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Business Law
MGMT 512
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Business Valuation
ACCY 690
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Ethics, Leadership, and Accountability
ACCY 679
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Financial Reporting III
ACCY 633
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International Accounting
ACCY 682
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Seminar in Leadership
MGMT 615
Languages
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English
Native or bilingual proficiency
More activity by Nicholas
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Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help. 🦉 Register for this…
Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help. 🦉 Register for this…
Shared by Nicholas De Jong, CPA, CFP®
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The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there's no one-size-fits-all answer.…
The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there's no one-size-fits-all answer.…
Shared by Nicholas De Jong, CPA, CFP®
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Life is full of unexpected twists and turns, and insurance can help serve as a vital safeguard against financial uncertainty. One of the most…
Life is full of unexpected twists and turns, and insurance can help serve as a vital safeguard against financial uncertainty. One of the most…
Shared by Nicholas De Jong, CPA, CFP®
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Exciting News: A New Chapter Begins! After nearly twelve incredible years at Mowery & Schoenfeld, I've made the bittersweet decision to embark on a…
Exciting News: A New Chapter Begins! After nearly twelve incredible years at Mowery & Schoenfeld, I've made the bittersweet decision to embark on a…
Liked by Nicholas De Jong, CPA, CFP®
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As Labor Day approaches, let's applaud those who've achieved financial independence! If you're among this elite group, congratulations! You've earned…
As Labor Day approaches, let's applaud those who've achieved financial independence! If you're among this elite group, congratulations! You've earned…
Shared by Nicholas De Jong, CPA, CFP®
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Has your retirement plan stalled due to indecision? Turn to our educational webinar, geared for those with $500k+. 🦉 Sign up here (or share this…
Has your retirement plan stalled due to indecision? Turn to our educational webinar, geared for those with $500k+. 🦉 Sign up here (or share this…
Shared by Nicholas De Jong, CPA, CFP®
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I'm happy to announce I passed the CFP® exam! 4 years of coursework at the Wisconsin School of Business and another year of studying have led to this…
I'm happy to announce I passed the CFP® exam! 4 years of coursework at the Wisconsin School of Business and another year of studying have led to this…
Liked by Nicholas De Jong, CPA, CFP®
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
Shared by Nicholas De Jong, CPA, CFP®
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Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio…
Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio…
Shared by Nicholas De Jong, CPA, CFP®
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
Liked by Nicholas De Jong, CPA, CFP®
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
Liked by Nicholas De Jong, CPA, CFP®
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
Liked by Nicholas De Jong, CPA, CFP®
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Hoping you can join us to watch our Cubbies and support the Bruce C. Abrams Foundation which is dedicated to supporting mental health research and…
Hoping you can join us to watch our Cubbies and support the Bruce C. Abrams Foundation which is dedicated to supporting mental health research and…
Liked by Nicholas De Jong, CPA, CFP®
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Things that surprise expats - PFICs One of the most difficult situations American expats run into abroad (and even investing in foreign markets), is…
Things that surprise expats - PFICs One of the most difficult situations American expats run into abroad (and even investing in foreign markets), is…
Liked by Nicholas De Jong, CPA, CFP®
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