Jonathan C. Wolnik is an Associate in McCarthy Lebit’s Taxation, Estate Planning, and Business & Corporate practice groups.  In addition to his Ohio law license, Jonathan is a Certified Public Accountant and previously held other licenses as a Certified Fraud Examiner and 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.

Jonathans’ 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.

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

  • "IRS Continues to Alert Taxpayers to Tax Scams," McCarthy Lebit Tax Blog, December 2018
  • "IRS Provides New Guidance on Gift and Estate Exclusion Amounts," McCarthy Lebit Tax Blog, November 2018
  • "IRS Notice 2018-76: Transitional Guidance on Expensing Business Meals," McCarthy Lebit Tax Blog, October 2018
  • "IRS Issued Final Regulations on Charitable Deduction Substantiation," McCarthy Lebit Tax Blog, August2018
  • "Be Wary of Cryptocurrency Tax Traps," McCarthy Lebit Tax Blog, July 2018
  • "Tax Reform May Make Paid Parental Leave Doable for Smaller Employers," McCarthy Lebit Employment & Tax Blogs, July 2018
  • Ohio Tax Amnesty Program Returns in 2018, McCarthy Lebit Tax Blog, December 2017
  • 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