He has over three decades of experience advising family businesses, contractors, homebuilders and real estate developers on a variety of legal matters ranging from entity formation, tax planning, and succession planning to general business matters.
With a background as a certified public accountant with the tax department of a “Big Eight” public accounting firm, John brings tax planning and financial expertise to his client’s projects. He also has an extensive estate planning practice, attending to the estate and succession planning needs of his clients.
He is one of only a handful of attorneys in Ohio certified by the Ohio State Bar Association and recognized by the Ohio Supreme Court as both a Specialist in Federal Taxation Law and Estate Planning, Trust and Probate Law.
John is Chair of the Estate Planning, Trust & Probate and Tax Law practice groups at Isaac Wiles.
•Certified Public Accountant State of Ohio
•OSBA Certified Specialist In Federal Taxation Law
•OSBA Certified Specialist In Estate Planning, Trust and Probate Law
articles & presentations
•Significant 2018 Federal Income Tax Changes for Business Owners, Building Insider, September/October 2018
•New Income Tax Deduction for Certain Business Owners, Columbus CEO, March 13, 2018
•Positive Changes to Ohio Custodial Accounts for Minors
•Able Accounts, Professional Advisor Group of The Catholic Foundation, 2015
•Tax Relief Act of 2010-Estate Gift and GST Tax and Business Changes, Columbus Bar Association Taxing Matters Series, Business Tax Committee, 2011
•Are You Addressing Estate Tax Repeal?, The Professional Advisors Group of the Catholic Foundation, 2010
Professional & Community Activities
•American Bar Association, Taxation Committee
•Ohio State Bar Association
•Columbus Bar Association, Estate Planning, Trusts, Probate, Federal Tax, and Special Needs Trusts
•American Institute of Certified Public Accountants, Tax Section
•Ohio Society of Certified Public Accountants
•Building Industry Association of Central Ohio, Associate Member
•The William H. Davis, Dorothy M. Davis and William C. Davis Foundation, Vice President and Treasurer, Director-a supporting organization of The Columbus Foundation.
•The Catholic Foundation of Columbus, Professional Advisor Group
•The Columbus Foundation, Professional Council
•St Brigid of Kildare Catholic Church, Dublin, Ohio, Planned Giving Committee
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