University of Michigan Law School,
University of California, Berkeley,
B.S., summa cum laude, 1973
California Society of Certified Public Accountants, Los Angeles Chapter
Chair, Management of an Accounting Practice (MAP) Committee
Former Vice President
Listed in "Southern California Super Lawyers", 2005-2006, 2009-Present
California CPA Education Foundation Conference Volunteer of the Year Award, 2004
Los Angeles Chapter of the California Society of CPAs Special Recognition Award, 2004
Thompson Coburn LLP
Freedman Weisz LLP
Silver & Freedman
Reish & Reicher
Jewish Vocational Services, Los Angeles
Co-Chair, Scholarship Committee, 2012-present
Member, Scholarship Committee, 2010-present
Member, Board of Directors, 2010-present
Jon represents mid-sized, closely held businesses and their owners in a variety of industries, including manufacturing, distribution, retail sales and professional services, and high net worth individuals. He is both an attorney and licensed by the State of California as a Certified Public Accountant (inactive).
Jon has more than 30 years of experience as a CPA, as well as an attorney, practicing in the areas of income tax planning, business succession planning, and estate and gift taxation for closely held businesses and professional firms and their owners.
Jon serves as outside general counsel for his clients from the time they organize, counsels them in connection with their ongoing operations and assists them in planning for the future of their companies, whether it be a sale, merger, or transition to family members or key employees.
He also represents professionals such as accountants, attorneys, and medical professionals in the general operation of their businesses, including the preparation of shareholder buy-sell agreements, partnership agreements, and contracts and agreements needed to add partners or transition them out. He also counsels these clients when they are selling or merging their practices, or acquiring other practices.
For all of these clients and high-net-worth individuals, Jon assists with estate planning and, for business owners, helps create holistic succession plans that balance competing or sensitive family interests. Together, Jon and his clients create strategies that allow owners to transfer ownership of the business to involved family members and distribute other assets to family members outside the business. This planning is designed to avoid expensive and divisive disputes between family members and preserve the legacy of the company for successive generations.
Jon is a frequent presenter on estate planning, succession planning and business related tax topics. Jon has co-chaired and spoken at annual conferences of the California CPA Education Foundation, at the AICPA National Tax Conference, numerous committees of the California Society of Certified Public Accountants, and in private presentations for various accounting firms, legal groups and trade associations.
He has served as an Adjunct Professor at the University of Southern California (USC) in the Master of Business in Taxation Program and has guest lectured at the University of California, Los Angeles (UCLA) Law School.
“How To: Choose the Right Legal Structure”
INC. Magazine January 2009
“New Accounting Mantra”
San Fernando Valley Business Journal Aug/Sept 2007
“The Insider: Well Planned and Structured Agreement Key to Successful Internal Succession”
The California CPA Magazine June 2006
Los Angeles County Bar Update August 2003
“Know What You’re Getting Into”
California CPA July 2003
“Agree to Buy/Sell”
Wells Fargo Business Advisor Sept/Oct 2000
“Mistakes in Selling a Business Can Be Costly”
Los Angeles Business Journal November 22, 1999
“Are Your Employees Properly Classified?”
Outlook Summer 1998
“Buy-Sell Agreements are Crucial for Every Business”
Los Angeles Business Journal July 27, 1998
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