Jason Beiswenger

Jason M. Beiswenger, CPA

Partner, Wipfli Advisory LLC

Location
Bedford, NH

Jason Beiswenger is the firm’s Private Client Group practice leader in the Northeast. He has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.

As a highly skilled tax advisor, Jason specializes in working with executives, high-net-worth individuals, and wealthy families providing individual and trust income tax compliance and consulting services. He has experience providing advice on equity-based compensation, charitable giving, and retirement planning strategies. Jason also has expertise in providing planning and compliance services to closely held businesses.

  • Individual and trust income tax planning and compliance
  • Planning for owners of closely held businesses
  • Real estate lessors and managers
  • Professional services

  • Certified Public Accountant

  • American Institute of Certified Public Accountants (AICPA) - Member
  • New Hampshire Society of Certified Public Accountants – Board Member
  • Queen City Rotary Club – Member and past Board Member

University of New Hampshire
  • Bachelor of science degree in business administration with a concentration in accounting and management
Expertise and services

INDUSTRY EXPERTISE

Latest case studies, resources, and insights

  • Team alignment.

    ARTICLE | PRIVATE CLIENT SERVICES

    Year-end tax strategies for high-net-worth individuals in 2026

    Learn year-end tax planning strategies to reduce your taxable income, prepare a valuable asset for sale, maximize your charitable giving or take advantage of a temporary decrease in income.

  • Happy senior parents and their adult daughter surfing the Internet on a computer at home.

    WEBINAR | PRIVATE CLIENT SERVICES

    Advanced estate planning: Trusts and family limited partnership strategies

    This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

  • man and woman looking at a laptop

    WEBINAR | PRIVATE CLIENT SERVICES

    What the One Big Beautiful Bill means for you

    High-net-worth individuals need to understand how the One Big Beautiful Bill could impact them. This webinar covers the law’s impact on estate planning, charitable giving, deductions and more.