Jason Graham
Managing Director – San Francisco
Jason Graham has over 12 years of experience in providing tax services. He performs engagements for high net worth family groups and individuals, involving income tax planning, research and compliance, estate planning and administration, family limited partnerships and trusts. He advises on real estate transactions, stock option planning and charitable activities. Jason’s client base includes entrepreneurs, venture capitalists and business owner/operators.
Jason’s estate planning experience includes advising clients on a variety of estate planning matters and working with their attorneys and other advisors to implement tax and financial strategies. Jason also assists clients with estate administration through the coordination and preparation of federal estate tax returns.
Before joining WTAS, Jason was with the Private Client Services Group in an international professional services firm in San Francisco.
Jason has lectured on income and estate tax matters at the St. Helena Hospital Foundation, Brigham Young University and other professional meetings and seminars.
Email: jason.graham@wtas.com
Office: 415.764.2790
Fax: 415.762.7528
Education
- Brigham Young University, BS (Accounting)
- Brigham Young University, Master of Accountancy
Affiliations
- San Francisco Estate Planning Council
- American Institute of CPAs