Director

Jason H. Winter, JD, EA

Joining Louis Plung & Company in December 2023 as Tax Director, Jason brings with him over two decades of experience in law and taxation. He specializes in high-net-worth individuals, private foundations, inheritance and estate taxes, and fiduciary taxes.

Description of Practice

Joining Louis Plung & Company in December 2023 as Tax Director, Jason brings with him over two decades of experience in law and taxation. He specializes in high-net-worth individuals, private foundations, inheritance and estate taxes, and fiduciary taxes.

Working in a specialized area of tax law, Jason sees plenty of confusion and plain old misinformation.  He finds it gratifying to assist clients by helping them minimize income taxes, simplify difficult estate tax issues, plan efficiently to pass hard-earned family assets to the next generation, and help clients through compliance issues following a death. For example, thanks to research and a review of decades-old documents, Jason saved beneficiaries over $100k in PA inheritance tax.

Aside from his professional life, Jason enjoys spending time with his two sons and visiting family in New York and Florida. He enjoys following the Steelers and Penguins, along with his home team, the New York Yankees.

Designations

Juris Doctor (JD)– New York & New Jersey

Enrolled Agent (EA)

Memberships

  • American Bar Association
  • New York & New Jersey state/federal bars
  • U.S. Tax Court
  • RSM U.S. Alliance– Firm Member

Education

SUNY Oneonta
Bachelor of Science in Finance (1992)

Brooklyn Law School
Juris Doctor (1996)