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A principal of Somerset’s Tax team and a member of our State and Local Tax (SALT) team, Jay has been pivotal to our firm’s growth over the last 20 years. As Somerset’s lead technical tax principal, his tax-area specialties include partnership, subchapter S-Corporation taxation, and state and local tax (including strategies, planning and compliance in all 50 states). Jay has led several tax initiatives within the firm in expanding our tax practice in employee benefits, trust and estate, not-for-profit, international as well as state and local strategies, planning and compliance. With over 30 years in the business, Jay has helped multiple clients who are looking for proactive tax advice and opportunities.
Currently a Representative for Todd Rokita’s Economic, Tax and Advisory Team, Jay has been a speaker for many national associations and groups.
When not in the office, Jay spends time with his family. Indianapolis Pacers and Colts fans, Jay and wife Teri are recent empty nesters and have moved to downtown Indianapolis to enjoy all of the wonderful amenities downtown has to offer.