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

  • 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.

  • The couple sits together at the computer to review an email they received.

    ARTICLE | PRIVATE CLIENT SERVICES

    OBBB tax changes retirees shouldn’t overlook

    Explore key OBBB tax changes impacting retirees, including new deductions, gifting strategies and tips to help reduce AGI and maximize planning opportunities.