Webinar | The Big Beautiful Bill and How it Will Affect You

Jason Conn, CTRP, CTEC

President
TSG Tax Management

Jason Conn has been helping clients maximize their tax savings since 2003. After earning his degree in accounting from California State University, Long Beach, Jason became deeply involved in the professional community, participating in Beta Alpha Psi and serving as Vice President of the Accounting Society. These experiences shaped his commitment to fostering growth and development, which remain central to his approach to client service.

Jason takes a personalized and hands-on approach to tax planning, entity structuring, business consulting, and tax preparation. His goal is to make complex financial processes manageable and stress-free, enabling his clients to focus on their personal and professional goals. With a deep understanding of tax strategies, Jason works diligently to minimize tax liabilities while maximizing savings, helping clients achieve financial confidence.

Jason resides in Huntington Beach with his wife, Cory, and their two daughters, Karlee and Johanna. Outside the office, he cherishes time with his family, often enjoying the beach, exploring new travel destinations, and discovering local restaurants. Jason’s dedication to both his profession and his loved ones reflects his well-rounded approach to life and work.

**The views expressed by Jason Conn do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network.
TSG Tax Management is not affiliated with Wells Fargo Advisors Financial Network, LLC.
Wells Fargo Advisors Financial Network is not a legal or tax or tax advisor.

Mark Schulten, CFP®

Managing Partner
TSG Wealth Management

Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals. Mark has brought together a dynamic and successful team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. Click here to learn more about Mark!

Allen Schreiber, MBA

Partner
TSG Wealth Management

Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth. He works closely with corporations, institutions, executives, and families throughout the country to help achieve the goals and objectives they wish to have. Click here to learn more about Allen!