Jon Zefi is a Tax Partner and National Technology Service Sector Leader, within the firm’s Technology and Life Sciences Group. He is also a member of the Tax Advisory Services Group. Widely recognized with expertise in state, local, federal and international tax matters, Jon has provided tax planning and compliance advice to public companies and privately held businesses, with a focus on mergers and acquisitions, restructuring transactions, tax rate minimization, tax risk mitigation, transfer pricing, and corporate taxation (Subchapters C and S).
Jon has over 20 years of extensive experience in representing clients in domestic and international corporate reorganizations; acquisitions and divestitures; joint ventures and technology transfers; and private equity and investment funds. He regularly counsels clients with regard to tax-efficient structuring of domestic and international operations. For individuals and families of means, Jon has advised on the formation of investment and estate planning structures that provide tax efficiency and asset protection while minimizing estate taxes.
Jon has represented clients in over thirty state and local jurisdictions, handling audits and providing consultation involving state and local matters such as income and franchise taxes; sales and transaction taxes; and unclaimed property. In addition, he has represented public and privately held businesses as well as individuals before the Internal Revenue Service.
Prior to joining the firm, Jon served as a Tax Principal and a leader in state and local taxation issues for a national accounting firm. In addition, he served as a Tax Principal in the National Tax Office for a national accounting firm.
- Tax Advisory Services
- Corporate Taxation
- Business Restructurings
- Tax Risk Mitigation
- Tax Rate Minimizations
- Mergers & Acquisitions
- State & Local Taxation
- Technology Services
Credentials & Education
- New York University Stern School of Business: BS
- State University of New York-Buffalo: MBA
- Fordham University School of Law: JD
- New York University School of Law: LLM, Taxation
- American Bar Association: Tax Section
- New York State Bar Association: Tax Section