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Jason Brown

Jason Brown, XY Tax Solutions’ Senior Tax Manager, is nerdy even among CPAs. He enjoys tax research and doesn’t mind spending a nice evening at home with the Internal Revenue Code. Perhaps that’s a bit of a stretch, but he certainly spends a fair amount of time reading federal and state tax laws, and even the occasional court case. While knowing tax laws for the sake of knowing them is reward enough itself, he also finds job satisfaction in being able to interpret tax rules and regulations for clients in a practical, meaningful way in an attempt to help clients shift their tax mindset from a once-a-year splitting headache to a proactive and strategic approach.

Recent Posts

Guiding Your Clients Through Retirement Planning: IRA Basics

Guiding Your Clients Through Retirement Planning: IRA Basics

4 MIN READ 

In a previous post, I wrote...

August 03, 2020/by Jason Brown
What Self-Employed Financial Advisors Should Know About Retirement
I Own My Own Firm...So, How Do I Pay Myself?

I Own My Own Firm...So, How Do I Pay Myself?

6 MIN READ 

“I take money out of my...

February 13, 2020/by Jason Brown

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