Jason C. Graham

Jason Graham, the Office Managing Director of the Houston office of Andersen, has over 25 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 qualified small business stock, stock option planning, equity compensation packages, pre-IPO, pre-acquisition, and charitable activities. Jason’s client base includes entrepreneurs, venture capitalists, business owners, and founders/executives at early to late-stage companies.

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.

Prior to joining Andersen, Jason was with the Private Client Services Group at Arthur Andersen in San Francisco. He also worked as a Managing Director in the San Francisco office of Andersen before moving to Houston. He has lectured on income and estate tax matters at numerous professional meetings and seminars. Graham has also presented at the Financial Planning Association, the Institute for Private Investors, the University of San Francisco, Brigham Young University, the University of Texas, and the University of Houston.