Jonathan C. Wolnik is an Associate in McCarthy Lebit’s Taxation and Business & Corporate practice groups. He is also a Certified Public Accountant.

Jonathan handles all matters related to federal, state, and local tax compliance, including tax planning and audit resolution.  Jonathan also assists clients with organization structuring, transaction guidance, and in all areas of operational regulation and compliance.

Jonathan has prior experience as an external auditor with a special focus on Medicare and Ohio Medicaid compliance related to long-term care facilities and hospitals.  Additionally, he has internal audit experience focused on risk management programs and corporate compliance under the Sarbanes-Oxley Act of 2002.  He further has experience in forensic accounting and fraud resolution both within for-profit and not-for-profit entities.  His legal knowledge and accounting experience allow him to implement a unique perspective in addressing client matters.

Education

  • University of Akron School of Law
    • JD, Magna Cum Laude
  • John Carroll University
    • MBA, Accounting
  • John Carroll University
    • BSBA, Accounting

Admissions

  • Ohio

Activities

  • Cleveland Bar Association
  • Akron Bar Association, Health Care Lawyers Section, New Lawyers Section
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Federal Bureau of lnvestigations Citizens' Academy, 2008 Graduate, Alumni Foundation
  • Incarnate Word Academy, Board of Directors, Finance Committee
  • North Royalton CERT, Reservist
  • St. Albert the Great Cyrenean Service Team Leader

Articles

  • Potential Tax Benefits Associated with the Tuition for Special Needs Students, McCarthy Lebit Tax Blog, September 2017
  • Considerations for Children Heading to College or Nearing the Age of 18, McCarthy Lebit Tax Blog, July 2017
  • Basic business problem solving: Timing is everything, Crain's Cleveland Business, February 2017
  • Starting a Business: Where to Begin, McCarthy Lebit AMPlify Blog, January 2017
  • Tax Planning Considerations for a Trump Presidency, McCarthy Lebit Tax Blog, December 2016
  • Constitutional Limitations on State Taxing Authority: The Capital Gain Controversy of Ohio Pass-Through Entity Interests of Nonresidents, McCarthy Lebit Tax Blog, November 2016
  • Ohio Commercial Activity Tax Analyzed under the Dormant Commerce Clause, McCarthy Lebit Tax Blog, November 2016
  • IRS Released Inflation Adjustments for 2017 Individual Tax Reporting, McCarthy Lebit Tax Blog, October 2016
  • CPA Learns about Business Expense Deductions the Hard Way, McCarthy Lebit Tax Blog, October 2016
  • §2704 Proposed Regulations: The Controversy Continues, McCarthy Lebit Tax Blog, October 2016
  • Proposed §2704 Regulations and Closely Held Family-Controlled Business Interests, McCarthy Lebit Tax Blog, August 2016