Philadelphia Estate Planning Council

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Christopher Jones

CBIZ

 

Member profile details

First name
Christopher
Last name
Jones
Organization
CBIZ
Title
Tax Director
Website
cbiz.com
 

Additional Membership Information

Headshot
Primary Discipline
Accountant
Professional Bio
Chris Jones serves as a Director in the Tax & Advisory Services Group of CBIZ MHM, LLC. Chris’ primary focus is to provide tax compliance and consultation on various tax matters to professional service firms, private equity, venture capital groups, real estate companies and high net worth individuals. Chris has extensive experience in the structuring of acquisitions and dispositions for partnerships, joint ventures, and corporations.

Prior to joining CBIZ, Chris was a Senior Tax Manager for Grant Thornton in Philadelphia. Chris represented a diverse group of clients, including professional service, real estate companies, hedge funds and private equity firms. Chris’ main role was to provide tax consultation and compliance services to partnerships, corporations and high net worth individuals.

During the course of his career, Chris has had extensive experience with structuring of real estate acquisitions and dispositions, including like-kind exchanges.

Chris also spent time with the financial services group in the Philadelphia office of one of the big four accounting firms. In his role as a Tax Manager, Chris provided services to Real Estate Investment Trusts (REIT), private equity funds, professional service firms, banking institutions, broker dealers, and real estate opportunity funds.

Education
 M.S., Taxation - Villanova University
 B.S., Accounting - DeSales University

Professional Designations
 Certified Public Accountant (CPA)

Professional Memberships
 American Institute of Certified Public Accountants (AICPA)
 Pennsylvania Institute of Certified Public Accountants (PICPA)

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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