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Jon leads audits, reviews, compilations, tax, and consulting services for manufacturers, contractors, and other commercial business entities. He serves as the audit practice leader for the Firm's manufacturing and construction niches and manages the Firm’s pre-qualification to perform third-party reviews of tax credit applications for the Film Industry according to agreed-upon procedures established and published by Empire State Development (ESD). In addition, Jon serves a variety of exempt organizations.
State University of New York at Buffalo, Master of Science, Accounting and Operation Management
State University of New York at Buffalo, Bachelor of Science, Accounting and Finance
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams - Financial Advisor*
Agent for Accident, Life, and Health Insurance
Buffalo Niagara Manufacturing Alliance, Treasurer
Manufacturers Association of the Southern Tier
Royal Beach Club HOA, Board Member
Buffalo Zoological Gardens, past ProZoo Board
United Way of Buffalo and Erie County, Leadership Training
Jon is the proud father of three daughters and loves to spend time with the girls and his wife. He is an avid Buffalo sports fan and enjoys playing golf, hockey, and four-wheeling.
*Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory ServicesSM.
Choosing the right inventory accounting method, such as FIFO or LIFO, is crucial for manufacturing businesses as it significantly affects taxes, net income, and financial reporting. Careful consideration of your company's specific needs and circumstances is essential when selecting the appropriate method.
Investing in automated equipment can enhance efficiency, quality, and brand image for manufacturers, while also addressing skilled labor shortages and improving employee morale. However, it involves significant initial costs, ongoing training, maintenance, and cybersecurity considerations.
A segmented income statement empowers manufacturers to optimize profitability by pinpointing performance drivers.
Join us for the 2024 Exempt Organizations Conference - register today!
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Join us to explore critical tax breaks and strategies.
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