John “Jack” Nuckolls
Managing Director and Technical Tax Leader, National Tax Office, Private Client Services

Jack is the technical National Group Leader of the U.S. BDO Private Client Tax Services practice. Jack has more than 30 years of professional experience serving high net worth individuals, executives, closely held business owners, trusts, and estates with respect to income, estate, gift and generation skipping tax planning and compliance issues. Jack is also the U.S. representative of the BDO International Private Client Services Center of Excellence responsible for providing tax planning advice on a world-wide basis.

Abbie Everist
Principal, National Tax Office, Private Client Services

Abbie is a Managing Principal in the National Tax Office, Private Client Services specializing in assisting ultra-high net worth and family office clients with multigenerational estate and closely held business succession planning. She works in all aspects of gift, trust, estate, and GST planning, including advisory, IRS controversy, litigation support and with diverse clients with unique asset types, various entity and estate planning structures, asset location, and family dynamics.

James Head
Managing Director, National Tax Office, Private Client Services

With more than 27 years of experience in the areas of trusts and estates, taxation and fiduciary litigation, Jim serves as counsel to BDO’s Private Client Services Group advising as to sophisticated tax, estate planning, and trust and estate administration matters primarily for ultra high net worth individuals and families and their closely-held businesses and philanthropies.  

Prior to joining BDO, Jim was an equity partner with Williams Mullen, P.C., a regional law firm where he represented high net-worth individuals, banks and closely-held businesses in the areas of estate and trust law, estate planning, estate and trust administration, art law, charitable giving, tax, gift and estate tax controversy, business succession planning, IRS estate and gift tax audits, and general business law matters. He regularly structured and implemented business succession and transactional strategies for privately held companies, business owners, government contractors, and entrepreneurs to build, preserve, and transfer the value of their companies and personal net worth. In addition, he regularly represented banks and fiduciaries in state courts throughout Virginia, Maryland and the District of Columbia with respect to all areas of trust and estate disputes.

Jim has been named in The Best Lawyers in America© in four categories: Trusts & Estates Law, Tax Law, Litigation—Trusts and Estates, and Art Law.

Rachel Caviness
Moderator National Relationship Director, Private Client Services

Rachel has 20 years of professional services industry experience in a wide variety of fields, including public accounting, finance and accounting executive recruitment, ERP systems implementation and project management.

Rachel started her career with a Big Four firm in litigation support and corporate value consulting  services. After years of success as an executive finance recruiter, she started her own consulting firm which she later sold. Prior to joining BDO, she served as a Vice President for a national technology implementation services firm. 

Having been a certified Project Management Professional (PMP), trained in the Miller Heiman complex sales methodology, and completed the Prosci Organizational Change Management curriculum, Rachel is able to address BDO’s client’s needs with a very disciplined approach to problem solving and a very personal approach to client service.

She combines her technical knowledge, critical analysis, and global perspective to connect our clients with the right BDO expert, regardless of where they are located in any of BDO’s 1,600 offices across 167 countries and territories.