Jonah leads the Private Client Services Group for Mazars USA. He is a trusted advisor to a diverse group of high net worth individuals serving executives, investment bankers, hedge fund managers, private equity fund managers and entrepreneurs. Jonah advises on complex tax matters and specializes in income taxation, executive compensation and stock option planning, estate and gift planning and wealth preservation. He received his Bachelor of Science in Accounting from Pennsylvania State University. Jonah has been quoted by The New York Times, Crain’s, CNBC and Long Island Business News. He regularly is asked to speak on various complex tax issues on regional and national panels. In 2017, he was named one of the 40 Under 40 by Long Island Business News.
Industry Expertise
High Net Worth Individuals and Families Real Estate
Financial Services Executives/Professionals
Service Specialties
Executive Compensation and Stock Option Planning Tax Compliance and Planning
Estate and Retirement Planning Wealth Preservation
Licenses & Certifications
Certified Public Accountant, New York
Certified Public Accountant, Pennsylvania
Memberships
American Society of Certified Public Accountants New York State Society of Certified Public Accountants
Private Equity and Venture Capital Committee, New York State Society of Certified Public Accountants
Individual Taxation Committee Jewish National Fund (Board member)
Recent Media Coverage
“Joe Biden used this strategy to trim his tax bill. You can, too.” CNBC August 2019 “Small-business owners look to grab this 20 percent tax break” CNBC, February 2019 “New Year, New Charitable Giving Strategy” Crain’s New York, January 2018
“Picking the Best 529 Plan: You’re Probably Doing It Wrong” CNBC, January 2018 “One way to pull the new tax law: Start an LLC” CNBC, January 2018 “Individual Taxpayers Rush to Reap Tax Savings” Crain’s New York, December 2016
