
California;
US Tax Court
525 B Street, Suite 2200, San Diego, CA 92101
619.525.3805
619.744.5496
Jon advises clients on all areas of international, federal, state and local tax and business matters. His practice focuses on tax and business planning for corporations, limited liability companies and partnership, particularly with respect to formations, acquisitions, mergers and reorganizations, and liquidations. Jon has extensive experience in advising clients about income, estate and gift tax issues, as well as audit and controversy matter for various tax organizations.
Jon advises companies, founders, executives, and investors on the tax and business implications of equity compensation arrangements, including the design, implementation, and administration of equity incentive plans, stock option programs, and related executive compensation structures. He regularly counsels clients on the federal, state, and international tax considerations associated with compensatory equity, including issues involving option grants, vesting, exercises, liquidity events, and deferred compensation compliance. Jon also represents clients in disputes and controversy matters involving equity compensation rights, valuation, and related tax treatment, bringing a practical understanding of both the transactional and contentious aspects of incentive-based compensation arrangements.