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A principal of Somerset’s Tax team and a member of our State and Local Tax (SALT) team, Jay has made pivotal contributions to our firm’s growth over the 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. Jay spends a significant amount of his time in the Merger and Acquisition area assisting clients with tax savings strategies to mitigate taxes related to such a transaction. With over 34 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. He has three adult children who live in the Indianapolis area. Jay and his wife, Teri, love to travel to visit Jay’s parents and siblings who live out in the western part of the country. Jay enjoys reading, working crossword puzzles, and exercising often to stay healthy.