Jinette Chiappetta joined Equity Concepts in 2014 as the firm’s CPA in charge of Tax Strategy. With over 15 years of public accounting experience in the fields of personal and corporate taxation Jinette uses her experience to analyze the impact of investment strategies on clients’ tax situations. At Equity Concepts, Jinette has a number of tax-efficient investment vehicles that can be incorporated into the clients’ overall financial plan to optimize their personal tax position and to maximize efficiency.
Jinette currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63 and 65, and is licensed in eight states. She received her Bachelor of Science degree in Accounting from The State University of New York Polytechnic Institute, and she is committed to fostering collaborative relationships with her clients’ CPAs to stay tax focused when building portfolios utilizing alternative investment concepts for accredited investors.
She remains connected to the leaders of the Accounting and Tax industry through her position on the board of the Accounting and Financial Women’s Alliance, and she stays on the leading edge of tax policy through her dedication to continual learning. Jinette and her husband, Jason, live in Henrico, Virginia, and they have one daughter.