January Technical Meeting
Tuesday, Jan 21, 2025
11:30 - 1:00 PM
Tulsa Country Club
1 Hour CPE
Speaker
Jason Oelrich
Topic
2025 Tax Update
Jason helps clients maximize their success through the use of strategic tax planning and he optimal utilization of tax credits in a variety of industries including renewable energy, real estate, manufacturing, construction, automobile dealerships and Opportunity Zone businesses.
When you work with Jason, you can expect him to take a keen interest in your current situation as well as your short and long-term objectives, and to thoughtfully analyze the best possible tax solutions to meet your strategic needs.
Outside of work, Jason enjoys spending time with his family engaging in outdoor activities such as hunting, fishing, shooting sports and an occasional round of golf.
Client Work
Leverages professional experiences from more than 25 years as a CPA in both public accounting and private industry. Consults with clients on a range of tax credit projects across the country that have generated more than $100 million of federal and state tax credits.
Helps save millions of dollars in taxes for clients through the strategic utilization of federal and state tax credits and incentives. Assists numerous buyers and sellers with maximizing their tax planning opportunities during mergers and acquisitions.