JASON I. LAKEFounding Principal
Jason is the managing principal of the Chicago office. Prior to NexGen, Jason was with Arthur Andersen, LLP for 8 years (1994-2002).
Jason has extensive experience in the tax and financial incentive niche. Jason speaks regularly on a broad array of tax and financial incentive topics.
Relative to negotiated business and real estate development incentives, Jason concentrates his focus on both full-service implementation as well as strategic positioning against future contingencies. Jason prides himself in providing complete and step-by-step advisory and implementation services to his clients. He also concentrates on the identification of future client fact-pattern contingencies, helping his clients craft economic agreements that will allow maximum flexibility and the greatest possible chance of full benefit realization.
Jason provides full service tax credit consulting work, including but not limited to, Multi-state Credit Reviews, Targeted Credit Initiatives, Best Practice Consulting, Audit Defense, and Outsourcing/Compliance functions. Jason has pioneered and successfully defended the use of alternative computation and audit methodologies relative to tax credits. His other notable area of credit expertise is relative to preservation/utilization/generation of tax credits in merger and acquisition scenarios.
Jason earned his Bachelor of Science in Accounting from Indiana University. Jason is a Certified Public Accountant licensed in the state of Illinois.