Curious about the secrets behind a successful Tax and Estate Planning Attorney? With an extensive background spanning nearly 25 years in the legal industry, Jason Marx initially ventured into the area of wealth advising for six years before returning to pursue a legal education. Following his graduation, Jason honed his skills by collaborating with an accounting firm, ultimately culminating in the attainment of his Master of Laws in Taxation.

Creating a significant clientele composed largely of business owners, Jason has found himself intricately entwined in various corporate and partnership matters. According to him, these intricate matters hold paramount importance for the entrepreneurs, underscoring the necessity for handling them with a sense of empathy while crafting comprehensive estate plans that effectively align with their overarching objectives.