John has expertise in the federal and multistate taxation of trusts and their beneficiaries, as well as of high net worth owners and executives of closely held businesses and their families. He is the Partner-in-Charge of the Firm’s tax services for trusts and of its tax research resources. John also has had significant exposure to private foundations, investment partnerships and real estate developers. He has extensive experience in dealing with, from both a planning and compliance perspective, the interaction of numerous tax issues involving, for example, the passive activity loss and at-risk rules, the alternative minimum tax and the related party rules as they affect both individuals and trusts.
In addition to his client responsibilities, John has lead the Firm’s initiative to design and implement its alternative work arrangement policy and to integrate the Firm’s compensation system with its performance evaluation process. He also contributes to the Firm’s in-house continuing education program and chairs its 401(k) committee.
Areas of expertise: trusts, individuals, private foundations, investment partnerships and real estate developers
John joined Sisterson in 1982. “Responsiveness at the partner level is what sets Sisterson apart,” John says. “Each partner brings his or her own expertise to the firm. Through open dialogue and collaboration, we can almost always find the answers we need internally.”
John and his wife live in Allison Park, PA.