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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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®
Experience
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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
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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…
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I'm excited to share that I have earned my CERTIFIED FINANCIAL PLANNER™ certification after nearly two years of hard work and nonstop studying. This…
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📣 We’re excited to announce that Savant Wealth Management has made the 2024 #Inc5000 list! 🦉 See our rank (spoiler alert: we climbed 718 spots…
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Practical and compassionate advice to help you prepare for (or recover from) the loss of a parent. 🦉 Sign up here, or share this link with a friend:…
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You’ve been a saver all your life, so how do you switch to spending mode? Tips and tricks for those who have saved $500k . 📅 Sign up here:…
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