In this episode of Southern Character, host James Lewis sits down with Jason Toole, a Certified Public Accountant and partner at Kelley, Sammons, Toole & Ellison. With over 27 years of experience, Jason delves into the complexities of tax planning for businesses and individuals. He shares insights on multi-state corporate taxation, estate and gift tax strategies, and practical advice for navigating the ever-evolving tax code. Tune in to hear Jason's journey from the University of Georgia to becoming a leading tax professional, and learn how his personal experiences shaped his professional approach. Don't miss this enlightening conversation!
This information is provided to you as a resource for informational purposes only and is not to be viewed as specific recommendations. This information is being presented without consideration of the financial circumstances of any individual and might not be suitable for everyone. This information is not intended to, and should not, form a primary basis for any decision that you make. Always consult your own legal, tax, or investment advisor before making any financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production and may change without notice at any time based on numerous factors.
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