Jonathan Curry-Edwards, CPA Partner
Jonathan Curry-Edwards is a Tax Partner in the Private Client Services group at Grassi. He specializes in tax planning and compliance services for high-net-worth individuals and families. Jon has more than 13 years of combined experience in public and private accounting.
Jon serves a diverse client base, including real estate professionals, private business owners, attorneys, and financial services professionals.
Jon’s experience includes delivering individual, fiduciary, partnership, private foundation and gift tax services. He has worked with clients and their professional advisors to accomplish estate planning goals through the use of Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Family Partnerships, Life Insurance Trusts and annual gifting. Additionally, Jon supports his clients with compliance and planning in regards to generation-skipping transfer taxes and stock-based employee compensation.
Jon holds a Bachelor of Science degree in Accounting from the University of Delaware. He is a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA).