Jonathan Ciccotelli, CPA, MT

Experience

For over 35 years, Jonathan has worked closely with private and public companies in manufacturing, transportation, distribution, construction, and retail under a variety of business structures, including S-corporations, C-corporations, consolidated groups, partnerships, and limited liability companies.

In addition, he has extensive experience in preserving family wealth through the use of trusts and proactive estate planning. Jonathan works with clients in areas such as corporate acquisitions and divestitures, post-merger integration, tax planning for closely held businesses, business succession planning, and individual tax, estate and retirement planning.

During his career he has personally been involved in hundreds of transactions ranging in size from $1.0 million to $1.0 billion. Jonathan is a frequent speaker for professional and civic organizations on a variety of tax topics including “Tax Cuts & Jobs Act”, “Cares Act”, “Tax Implications of the Affordable Care Act” and the “Annual Washington Legislative Update”. Additionally, his work has been published in various publications including, the Journal of Taxation of Investment, Spring 2023 Edition, “Are The IRS’s 2013 Repair Regulations Old News, or Is A New Look Warranted.”

Professional Development

• Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Next 20 Tax Group

Community / Philanthropic Pursuits

• The United Way of Wayne and Holmes Counties, Past Treasurer and Finance Committee Chair

• The Wayne Economic Development Council, Past Executive Committee Member and Treasurer

• The Wayne County Community Improvement Corporation, Past Board of Trustees

• The Medina County Audit Committee, Past Board of Trustee

• Boys’ Village Inc., Past Treasurer and Finance Committee Chair

• Cleveland Tax Club, Past Board of Trustees

• Wayne Holmes Estate Planning Council, Past Member

• AGN International, Past Tax Core Team Leader