Jonathan C. Wolnik is a Principal in McCarthy Lebit’s Taxation, Estate Planning, and Business & Corporate practice groups. In addition to his Ohio law license, Jonathan previously held other licenses as a Certified Public Accountant, a Certified Fraud Examiner, and a Forensic Accountant (now inactive). Coupling a strong business background with his legal skills enables Jonathan to bring an insightful perspective to resolving a wide array of client matters.
In his legal practice, Jonathan counsels individuals and businesses (both for-profit and not-for-profit) on all matters of federal, state, and local tax compliance, including planning and controversy/audit resolution at both the federal and state levels. Jonathan assists his corporate clients with organizational structuring, documents and agreements, transaction guidance, and in all areas of regulatory compliance. He has experience working with clients on complex mergers and acquisitions, in both national and international markets.
Jonathan’s previous experiences as an accountant gives him unique exposure and insights into corporate operations and commercial enterprises. He understands accounting, finance, economics, risk management and asset administration, which enables him to solve legal problems without missing the bigger corporate picture. While he has significant experiences with the healthcare, banking, and energy industries, his practice is not limited to any specific industry. He also has experience investigating and resolving instances of fraud and white-collar crime.