Amy has more than 25 years of experience in the accounting industry. She has worked her way up through the ranks of public accounting firms to eventually own her own practice. Throughout her career she has also worked as a corporate tax auditor...
Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. ...
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.