EDUCATION:
Emory University, School of Law
Juris Doctor
University of Michigan
Bachelor of Arts in History
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Jon joins LGT having served over 17 years working as a licensed attorney, 9 of those years having been specifically engaged in public accounting with several national firms, including PWC and E&Y. He is responsible for state and local tax matters including audit defense, income and franchise tax planning, sales and use tax consulting, nexus reviews, telecommunication tax, and property tax minimization. Jon has particular expertise in general contracting, sub-contracting, oil and gas, telecom, multi-state retail and wholesale and not-for-profit. He is married with two children.
Manufacturing
Construction
Technology
Not-For-Profit
Dallas Bar Association—Member
Texas Bar—Member
Dallas Entrepreneur Center—Member
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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
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Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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