Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
view leadership team
We provide unprecedented accessibility to all service team members.
view all Team members
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.
Group captive insurance is a strategic alternative to traditional insurance models, allowing manufacturing companies to pool their risks and stabilize costs. It offers significant benefits such as cost savings, customization, control over claims, and tax advantages, making it an attractive option for companies with strong risk management practices.
The Trump administration's policies could significantly impact U.S. manufacturers, particularly in the areas of tariffs and trade policies, the Tax Cuts and Jobs Act (TCJA), and clean energy tax incentives. Manufacturers need to stay informed about these rapidly changing policies to navigate their impact on business.
The PCAOB Audit Focus highlights the importance of robust internal controls, regular reviews, and increased accountability to prevent fraud and errors in journal entries. Emphasizing the use of technology and continuous training, the article provides key reminders and good practices for auditors to ensure compliance with regulatory standards.
