Jason C. Graham

About Jason C. Graham

Certified public accountant with over 25 years of experience. Providing income tax planning, research and tax compliance services for high net worth family groups and individuals.Specialties: Advising on estate planning and administration, family limited partnerships, trusts, stock option planning, qualified small business stock, Roth IRA planning and charitable giving. Also, advising individual high net worth clients on international and cross border matters. Client base includes entrepreneurs, real estate developers, venture capitalists, executives, and other business owners/operators.Memberships: Houston Business and Estate Planning Council, International Tax Forum of Houston

Experience

1. Managing Director

   Andersen

   Jul 2002 — Present · Houston, TX, US

   Andersen is one of the largest independent tax firms in the world, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients internationally. The firm is comprised of over 700 personnel located in 17 major U.S. cities and has an international presence in Europe. Andersen encompasses top advisers with previous experience in the international accounting firms, law firms, IRS and state taxing authorities. We specialize in full service individual and business entity tax compliance and consulting.

Education

• Brigham Young University

  Master/Bachelor, Accounting, Tax Emphasis

  1989 — 1998

Skills

• Tax Research
• High Net Worth Individuals
• Tax Preparation
• Estate Tax Planning
• Tax Accounting
• Cpa
• Corporate Tax
• Venture Capital
• Estate Planning
• Income Tax
• Accounting
• Trusts
• Entrepreneurship
• International Tax
• Financial Reporting
• Tax Advisory
• Tax