In this episode of Southern Character, host James Lewis sits down with Jason Toole, a Certified Public Accountant and partner at Kelley, Sammons, Toole & Ellison. With over 27 years of experience, Jason delves into the complexities of tax planning for businesses and individuals. He shares insights on multi-state corporate taxation, estate and gift tax strategies, and practical advice for navigating the ever-evolving tax code. Tune in to hear Jason's journey from the University of Georgia to becoming a leading tax professional, and learn how his personal experiences shaped his professional approach. Don't miss this enlightening conversation!
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