MEET JASON

MEET JASON

For years, business owners and attorneys have retained Jason because of his expertise and knowledge of finance and accounting. As a highly credentialed professional, he advises clients on sophisticated business transactions, litigation matters and other complex financial matters. Jason provides objective, third-party analysis in a wide variety of contexts, including:

Forensic Accounting

  • Calculating Financial Damages
  • Analyzing Sources and Uses of Funds
  • Alter Ego
  • Fraud Investigations
  • Breach of Fiduciary Duty
  • Wage Claims
  • Aberrant Pattern Detection
  • Forensic Lexicology

Business Valuation

  • Estate and Gift Planning
  • Shareholder Disputes
  • Marriage Dissolution
  • Financial Modeling/Simulations
  • Compensation Analysis
  • Start-Up/Venture Consulting
  • Business Transactions
  • Stock Option Valuations

Jason’s clients value the support and responsiveness he provides in their high-stakes matters. Peers regard him as a thought leader – writing, speaking and training other professionals in the areas of business valuation, forensic accounting, and financial analysis.

Education

Master of Business Administration, University of Alaska

Bachelor of Science, University of Tennessee

Professional Affiliations

National Association of Certified Valuators and Analysts (NACVA), Past President, Alaska Chapter

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

Institute of Management Accountants, Past President, Alaska Chapter

BACKGROUND

BACKGROUND

Jason is a principal of the firm and has been with Edelstein & Company since 2010. Prior to joining the firm, he was a partner at an Anchorage, Alaska, CPA firm and a valuation manager for an RSM McGladrey network firm.

Jason is currently a lead instructor for the Forensic Accounting Academy sponsored by the National Association of Certified Valuators and Analysts (NACVA). In addition, he has received multiple “Instructor of Great Distinction Awards” and served on the NACVA’s Valuation Credentialing Board. Jason is a member of the Massachusetts Society of CPA’s Business Valuation Committee, American Institute of CPA’s Forensic and Valuation Services Section, and the Institute of Management Accountants (Past President Alaska Chapter).