Overview
Jon has over 30 years of experience in fiduciary accounting and taxation, specializing in estate and trust accounting, income tax planning, and comprehensive tax compliance services. He serves a diverse client base, providing strategic guidance to individuals, fiduciaries, and businesses.
Experience
Before joining Aprio, Jon was a key contributor at Isdaner & Company, LLC. He led the firm’s estate and trust practice, and his work included estate and trust accounting, tax planning, and compliance.
Building on his leadership, Jon previously served in the accounting department from 1991 to 1999, where he built a strong technical foundation in accounting, business tax, audits*, IRS audit representation, multistate tax planning, corporate tax, and trust services. His extensive experience enables him to provide practical, detail-oriented tax consulting and compliance support tailored to each client’s specific needs.
Education & Affiliations
Jon graduated magna cum laude with a Bachelor of Science in Accounting and Finance from Drexel University. His professional affiliations include the Philadelphia Estate Planning Council, the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.