With over 15 years of experience, Jon focuses his practice on providing services to clients in the areas of general tax, corporate/business, and wealth management. He works with individuals, corporations, partnerships, limited liability companies, and trusts and estates. Jon’s practice also includes representing business succession planning and tax planning.
Jon represents a wide range of taxpayers in connection with audits and other controversies with federal, state and local taxing authorities, including the Internal Revenue Service and Florida Department of Revenue. When it comes to estate planning, he has experience in:
- Estate and trust administration
- Asset preservation
- Charitable giving and planning
In his spare time, Jon can be found rooting for the Florida Gators along with his wife, Jen, and two daughters. He enjoys playing golf and serving on the advisory board of the First Tee of Tampa Bay, whose mission is to provide access to the game of golf to children of all ages and economic backgrounds and share the values of the game to positively shape lives.
Education
LL.M., Taxation, University of Florida Levin College of Law, 2008
J.D., cum laude, University of Florida Levin College of Law, 2007
B.A., cum laude, Business Administration, University of Florida, 2004
Professional Associations
- First Tee of Tampa Bay, Advisory Board
- John’s Hopkins All Children’s Hospital, Committee Member, Estate, Tax, Legal and Financial Planning Seminar
Representative Matters
- Acting as counsel to a regional development company in all aspects of its business, including the negotiation of joint venture and other agreements between the client and its partners, as well as advising on tax structuring and business succession planning matters with respect to the business and its owners
- Assisting in complex business and estate planning with respect to high-net-worth clients, including the consolidation of business assets into family limited partnerships or other similar structures
- Assisting a large athletic training facility in a sales tax audit with the Florida Department of Revenue and successfully arguing the client's position with the Department to avoid the imposition of significant sales taxes on the client
- Acting as tax counsel for a large multinational client's purchase of an offshore business enterprise, including conducting due diligence with respect to United States and international tax issues and negotiating complex tax provisions in the relevant purchase agreements
- Representing a wide range of clients, both high-net-worth and lower-net-worth, in general estate planning and tax matters, including basic estate planning and more complex generational estate planning