Guidance From an Experienced Tax Advisor
Advanced tax planning, compliance, and representation for individuals, investors, and business owners.
Jason Der, CPA, MST, CTRC
provides advanced tax planning, compliance, and representation for high-income individuals, business owners, and investors. His work focuses on complex financial situations where thoughtful strategy and technical precision are essential.
He works across complex transactions, alternative investments, digital assets, international taxation, and fiduciary matters—helping clients reduce tax exposure while maintaining full compliance.
A Broader Perspective on Tax Strategy
In addition to his CPA license and master’s-level education in taxation, Jason has advanced training in tax controversy and investment advisory principles.
He holds the Certified Tax Representation Consultant (CTRC) designation, supporting his work representing clients before the IRS and state taxing authorities in audits, disputes, and complex resolution matters.
He has also passed the Uniform Investment Adviser Law Examination and is qualified in investment advisory law, fiduciary standards, and portfolio considerations. This allows him to approach tax planning within the broader context of investment strategy and long-term wealth preservation.
Expertise and Qualifications
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Strategic tax minimization
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Complex transactions
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Alternative investments & digital assets
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International taxation
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Fiduciary and trust matters
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IRS and state representation
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CPA (Certified Public Accountant)
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Master’s Degree in Taxation
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Certified Tax Representation Consultant (CTRC)
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Qualified in Investment Advisory Law & Fiduciary Standards
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Investment Advisor Representative
A Thoughtful, Proactive Approach
Jason’s work is grounded in a proactive, strategy-driven approach. Rather than focusing solely on compliance, he works closely with clients to anticipate challenges, identify opportunities, and align tax decisions with broader financial goals.
His approach combines technical depth with clear communication, helping clients navigate complex tax matters with confidence.
