Jonathan Curry-Edwards

Jonathan Curry-Edwards

CPA, Principal

1700 Broadway
New York, NY 10019
p 212.842.7073
f  212.842.7001

Jonathan Curry-Edwards is a Principal at Friedman LLP and a leader of the firm’s Private Client Tax Services Team. He specializes in tax compliance and planning for high-net-worth individuals and their families. His clients work in a diverse range of industries including financial services, real estate, apparel and law. Jon has more than10 years of combined experience in public and private accounting.



Expertise

  • Delivering individual, fiduciary, partnership, private foundation and gift tax compliance and planning services
  • Working with clients and their professional advisors to accomplish estate planning goals through the use of Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Family Limited Partnerships, Charitable Trusts, Life Insurance Trusts and Annual Gifting
  • Supporting clients with compliance and planning in regards to generation skipping transfer taxes
  • Performing complex research in areas of individual taxation
  • Providing stock option tax planning 
  • Corresponding with federal and state tax authorities to resolve notices and audits on client's behalf
Affiliations
  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

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