Jon is a Partner and leads the firm’s Real Estate practice. He has over 20 years of experience providing tax, consulting, and advisory services to a wide range of institutional, family owned, and entrepreneurial real estate clients.
Jon’s experience includes service in the tax and real estate departments of two international accounting firms. Clients rely on Jon for his depth of knowledge in real estate taxation and his ability to recommend creative solutions to complex situations. He identifies the most tax advantageous solutions, and draws on his understanding of the real estate industry and applicable tax laws to help him tailor solutions to fit his client’s specific needs.
Jon also specializes in partnership taxation and works with clients on joint venture negotiation, structuring deals, and advising on joint venture agreements. He advises clients on complex issues such as tax deferrals on the sale of properties and succession planning. Jon has extensive experience with the structuring of partnership and real estate transactions, including mergers and acquisitions, taxable and non-taxable dispositions of property, lease planning and exit strategies for owners. Jon is a graduate of Bentley College with a Bachelor of Science in Accountancy.
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Provisors — Group Leader and Executive Committee Member
Triton Pop Warner — Past President and Board Member