Jon brings with him over 15 years of tax and accounting experience. His area of expertise includes tax compliance and consulting for corporations, partnerships, limited liability companies, trusts and high net worth individuals. Jon works with clients on complex tax issues including business acquisitions and dispositions, real estate acquisitions, 1031 exchanges, and debt restructuring. He consults with clients on various tax minimization strategies to defer revenue and accelerate deductions. His clients include those in the manufacturing, distribution and wholesale, healthcare, real estate, and professional service industries.
Great Clients for Jon…entrepreneurs looking to take their business to the next level.
LSL candidate tip… Ask him about his daughter or training for triathlons.
Personal… Jon enjoys spending time with his family and triathlon training.
Professional and Civic Involvement:
Firm member, PrimeGlobal
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
M.S. degree in Taxation, Golden Gate University
B.S. degree in Business Administration with Accounting emphasis, University of California, Santa Barbara