Jon provides federal income tax services to private equity and strategic clients in various industries related to domestic and cross-border transactions. He has experience in both buy-side and sell-side tax due diligence, as well as in a wide range of tax structuring services regarding an array of tax planning opportunities, each varying in size and complexity.
Prior to joining Moss Adams, Jon focused primarily on M&A and financings of renewables projects. Before that, Jon was a manager at a Big Four firm in New York.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.