Jason primarily serves clients in investment fund and real estate industries. Jason has assisted with tax matters related to real estate funds, performing loan portfolios, and real estate acquisitions and dispositions. He has in-depth knowledge in partnership taxation and broad experience with pass-through entities. Jason’s professional and industry experience includes the following:• Manage the engagements for revenue over $1.5M on partnership, REIT, corporation, and S-corporation federal and state tax compliance and provide ongoing consulting services for real estate, private equity, asset management, and financial service clients• Assist clients with entity type selection, tax structuring, mergers and acquisitions, and exit strategies• Provide tax planning, structuring, debt structure, and implementation assistance in connection with cross-border transactions for U.S. inbound clients• Perform REIT testing and other REIT compliance/internal control services• Develop Chinese market clients, cross-function sales, and coordinate go-to-market activities (sales credit approximately $1M in fee) • Mentor and develop junior staffs providing leadership, consultation, and career guidance

• Advise US and Foreign multinational companies on the tax implications of their business transactions and the tax planning opportunities• Provide tax compliance and advisory services to partnerships, LLCs, corporations, S-corporations, and high net worth individuals• Manage a portfolio of client engagements of varying size and scope• Conduct detailed review the preparation of ASC 740 accounting for income taxes• Research and develop solutions to complex tax issues• Recruit, develop, and guide staffs; ensure team performance meet and further exceed the expectation• Teach Tax Core Training classes and help with content/material development

Provided tax compliance and advisory service to US and Foreign multinational companiesReviewed multi-state tax compliance and assisted with state nexus studyConducted detailed review the preparation of FAS 109 tax provisionReviewed U.S. Subpart F income analysis and foreign tax credit calculationConducted tax research and prepared written memo/verbal advice for client issues Assisted with proposal and China tax planning for U.S. multinational companiesCoordinated and assisted with U.S. inbound/outbound tax planning & corporate reorganization Developed training materials and co-instructed internal training sessionKeep clients updated on current tax practice and changes in tax laws; provide industry knowledge and expertise

Advised companies on the tax implication of their operation. Analyzed client information. Researched IRS codes and corporation tax matters, prepared practical and effective approaches to the client's tax situation and arrive at appropriate conclusions.Assisted high net-worth individual with year-end tax planning and projection.Compiled and reviewed Federal and California state income tax returns for business entities (corporations, S-corporations, partnerships, LLCs, non-profit organizations) and individuals, payroll and sales tax return preparation, property tax reporting.Conducted and supervised full-scale financial statements and pension plan audits, review entire accounting cycle, and evaluate the adequacy of internal controls for multi-million closely-held clients in manufacturing industry.Compiled and reviewed financial statements for clients in real estate, manufacturing, retail, import/export, and entertainment industry.Provided accounting software QuickBooks consulting service for small business clients.

Purchased raw material for manufacturing high tech products averaging $100K/monthScheduled and coordinated shipments in excess of 500 cartons per month; negotiated the price and delivery time with suppliersNegotiated Letter of Credit; authorized for $150K per monthCommunicated contract agreements with customers in U.S., Europe, and Hong Kong