
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 brings substantial experience advising 501(c)(3) charitable organizations on the full lifecycle of tax and governance matters, including formation, qualification for and maintenance of tax-exempt status, and ongoing operational compliance. He regularly counsels nonprofits on structuring complex transactions such as joint ventures with for-profit entities, low-income housing initiatives, and mission-driven commercial activities, with a focus on preserving exempt status while advancing organizational goals. His work also includes advising boards and leadership on private benefit, unrelated business income, and intermediate sanctions, as well as navigating IRS scrutiny and regulatory risk in an increasingly complex enforcement environment.