Jon Zefi

Jon Zefi is a Principal and a member of the Tax Advisory Services Group. Widely recognized as an expert in state and local as well as federal and international tax matters, Jon has provided tax planning and compliance advice to public companies and privately held businesses, with a focus on mergers and acquisitions, restructuring transactions, tax rate minimization, tax risk mitigation, transfer pricing, and corporate taxation (Subchapters C and S).

Jon has over twenty years of extensive experience in representing clients in domestic and international corporate reorganizations; acquisitions and divestitures; joint ventures and technology transfers; and private equity and investment funds. Jon regularly counsels clients with regard to tax-efficient structuring of domestic and international operations. For individuals and families of means, he has advised on the formation of investment and estate planning structures that provide tax efficiency and asset protection while minimizing estate taxes.

Jon has represented clients in over thirty state and local jurisdictions, handling audits and providing consultation involving state and local matters such as income and franchise taxes; sales and transaction taxes; and unclaimed property. In addition, he has represented public and privately held businesses as well as individuals before the Internal Revenue Service.

Prior to joining the firm, Jon served as a Tax Principal and a leader in state and local taxation issues for a national accounting firm. In addition, he served as a Tax Principal in the National Tax Office for a national accounting firm.