My perfect days are Thanksgiving and Christmas (and the surrounding days). It’s the perfect mix of family, friends and great memories for years. It’s a great time to celebrate life long traditions and reflect on the growth of your family.
Jon has over 24 years of experience providing tax, consulting, and advisory services to clients in a variety of industries, including institutional, family owned, and entrepreneurial real estate. Jon has expertise and depth of knowledge in real estate taxation. He 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.
Outside The Office
Jon lives with his wife and four children and four dogs in Salisbury. In his free time, Jon enjoys spending time with his family, taking his dogs for rides in the Jeep to the beach, and spirited games of Cribbage with his wife. He also enjoys playing golf and exploring different breweries and distilleries around New England.
- Bachelor of Science in Accountancy from Bentley University
- American Institute of Certified Public Accounting
- Massachusetts Society of Certified Public Accountants