Jay is an emeritus partner at Withum with more than 25 years of experience. He advises individuals, families, trusts, estates and small business owners. He consults not only on tax planning and compliance matters but also on business transactions. His particular interest resides with financial and tax outcomes for families and business owners. Prior to joining the Firm, Jay was a tax partner at Bond Beebe, which joined with Withum in August 2017 and he also served as the President of Bond Beebe Financial Advisors, LLC.
Jay's view is that first, families and businesses are best understood by the clients themselves. But what is often ignored are competing family, financial and business interests. Discernment and choices critical to successful outcomes are where Jay brings the greatest value.
His extensive experience guiding families enables those families to select choices most beneficial for successful future outcomes. Emphasis is given to those multigenerational strategies that in the world today are necessary in protecting family economic interests. These approaches are designed to remove financial issues among family members and enabling families to celebrate themselves. This is the payoff for Jay in his career today.
Jay holds a degree in Economics from Ripon College and attended the University of Maryland for his CPA exam. He currently holds Series 7 and 66 licenses and is a CPA in Maryland. In addition, Jay is a member of the AICPA and Maryland Society of CPA's.
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