Meet Jon
Jon has more than 40 years of experience in public accounting, including broad experience in all areas of taxation. He specializes in transportation businesses and other commercial entities. His practice concentrations include tax planning for corporations and their shareholders, estate and succession planning, due diligence, and IRS exams.
In addition to his work with Smith Leonard and in serving clients with special projects, Jon is an adjunct professor in the Accounting Department at UNC Greensboro.
Jon and his wife, Marsha, have lived in Greensboro for almost 30 years. They have two grown children and four grandchildren. Jon plays golf and tennis, enjoys reading, traveling and particularly spending time with his grandkids in Charleston, SC and Athens, GA.
Highlights
- Over 40 years experience serving both public and privately-held companies
- Industries served – manufacturing, distribution and transportation
- Specialties include – family wealth, succession planning, estate planning, like-kind exchanges, financing, and state and local tax
- Additional experience – IRS exams, financial disclosures, ownership transitions, and due diligence
- NC CPA License #17771
