Jason Michaels, CPA
Family Office Services Leader | Tax Partner
Aprio Advisory Group, LLC
Who I work with
I work with family offices (VFOs, MFOs and SFOs) and ultra-high-net-worth families across a broad spectrum of industries, including but not limited to investment fund executives, real estate professionals, corporate executives, investors as well as professional services firm owners.
My specialty
I specialize in being a trusted and holistic advisor for family offices and ultra-high-net-worth families. I value honesty, integrity, curiosity, hard work and dedication and truly strive to bring each of these values to every single personal and professional interaction.
I am always focused on bringing not only my own knowledge and experience to each client but bringing all the incredible knowledge and expertise Aprio has to offer to provide a great client experience and deliver the best results possible for my clients.
Results I have delivered
I helped a client restructure their Single-Family Office, helping them immediately capture ~$5m in tax savings which would’ve otherwise been lost.
Unique things about me
I have known that I wanted to be a CPA since my freshman year in high school (thanks to the inspiration from my late, great uncle who was a CPA). I’m also a big Florida sports fan (Gators, Dolphins, Panthers, Heat) despite currently residing in NJ as I spent the first 18 years of my life living in South Florida before attending the University of Florida before ultimately making the decision to move up to New Jersey right after graduation!
When I am not at work
Outside of work, my wife and I moonlight as professional cheerleaders, pretend coaches and chauffeurs for our three kids. Whether it’s cheering at their myriad of sporting events, applauding at dance recitals, or navigating the complex logistics of getting everyone where they need to be (and on time), there’s never a dull moment in our house!
People say I am
Honest, hardworking, passionate and relentless about finding creative solutions to complex situations to provide a great client experience.
Affiliations
I earned a B.S. in Accounting from the University of Florida. I am a licensed CPA in New York and New Jersey, and I am a member of AICPA.