Jay works with clients looking for proactive tax advice and opportunities. 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 spends a significant amount of his time in the merger and acquisitions area assisting clients with tax savings strategies to mitigate taxes related to such a transaction.
In his downtime, he enjoys reading, working crossword puzzles and exercising. Jay and his wife, Teri, believe that “to whom much is given, much is expected” which has led to their significant financial support to many organizations in the Indianapolis community throughout Jay’s career.