Jason Landess

Director
Specializes in tax planning and compliance for high-net-worth individuals, families, closely held businesses, and private equity principals
Expertise in estate and trust planning, succession planning, gift tax compliance, and wealth preservation strategies, including charitable giving and philanthropy
West Palm Beach
@alvarezmarsal
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Jason Landess is a Director with Alvarez & Marsal Tax in West Palm Beach. He specializes in tax planning and compliance for high-net-worth individuals, families, closely held businesses, and private equity principals. His primary areas of expertise include estate and trust planning, succession planning, gift tax compliance, and generation-skipping transfer tax.

With extensive experience advising clients on wealth preservation and transfer strategies, Mr. Landess also assists with charitable giving and philanthropy. He provides guidance on donor-advised funds, charitable trusts, and private foundations, helping clients structure philanthropic endeavors to align with financial and legacy goals.

Prior to joining A&M, Mr. Landess gained valuable experience at several Top 20 national accounting firms, focusing on private client services. In these roles, he advised affluent families and business owners on complex tax matters, estate planning strategies, and multigenerational wealth transfers.

Mr. Landess earned a bachelor’s degree in accounting and finance and a master’s degree in accounting from Florida State University. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. He is also actively involved in the Greater Boca Raton Estate Planning Council and the Estate Planning Council of Broward County. Mr. Landess is the Co-Chair of the Young Leadership Division of the Jewish Federation of Broward County and serves as a Business & Professional cabinet member.

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