Jason attends annual conferences and seminars sponsored by the Department of Labor (DOL), the American Institute of Certified Public Accountants (AICPA), and the International Foundation of Employee Benefit Plans (IFEBP). 

Because of his thorough understanding of the requirements of ERISA, IRS and DOL, as well as his continued experience with innumerable types of EBPs, Jason’s sole focus is on the audit of Employee Benefit Plans.

In addition to his work with EBP, Jason has experience managing and supervising audits in many industries: manufacturing, service providers, financial institutions and investment partnerships.

Jason is a member of the American Institute of CPAs and the Tennessee Society of CPAs and holds a Bachelor of Science degree in Accounting from the University of Tennessee at Chattanooga.