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Jon is an active member of the auditing and accounting group managing audits, reviews, compilations, and consulting services for manufacturers, contractors, and other commercial business entities, while he is also knowledgable in tax services. He 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) and serves as the audit practice leader for the Firm's manufacturing niche. 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
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.
The COVID-19 pandemic has highlighted concerns that the United States has become too reliant on foreign suppliers, especially partners in China. As a result, many manufacturers are considering bringing foreign business arrangements back to America.
Manufacturers that adopted an effective pivot strategy or are recovering from a COVID-19-related slowdown may need to acquire additional equipment or machinery. Here's some important information to help you decide whether it makes more sense to buy or lease these assets — and why it could be a tax-smart move for some manufacturers to act before year end.
Manufacturers sometimes fall victim to occupational fraud and abuse. In fact, of the 23 industries represented in the 2020 Report to the Nations, the manufacturing sector had the third highest number of cases.
Manufacturing CFOs are looking to make investments so that their businesses will not only weather the remainder of the pandemic but will emerge stronger and more resilient.
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