Clients rely on Jonathan for everything from discussing complex deal structures to answering everyday tax questions that affect their operations. They appreciate his willingness to dig deeper when needed, researching issues to offer a thorough analysis of the situation and to help clients fully understand the potential tax and non-tax consequences of a decision.
Jonathan focuses on partnership tax issues primarily for real estate clients, including retail, self-storage, commercial and telecommunications. He also specializes in investment funds, working on issues related to foreign investors and investments, state and local compliance, and tiered structuring. In particular, Jonathan assists clients with tax adjustments, partner correspondence, compliance deadlines, and everyday questions, such as bookkeeping and recording complex transactions. Other special areas of Jonathan’s expertise include partnership formation and liquidation, waterfall and other special allocations, and partner redemptions; as well as REIT and UPREIT transactions, like-kind exchanges and disguised sale transactions.
- Ohio Society of CPAs
- American Institute of CPAs
Jonathan resides in Parma Heights, Ohio. He enjoys watching and playing sports, and hiking the great outdoors with his wife and dog.