Jonathan Swartz is a Partner in the Personal Financial Services practice. He has experience providing financial advice to attorneys, corporate executives, family business owners and other high-net-worth clients on income tax, estate and gift tax, investment, insurance and retirement planning. Additionally, Jonathan has experience in individual, partnership, S corporation, foundation and fiduciary income taxation.
Prior to joining Bennett Thrasher, Jonathan worked for the Atlanta office of KPMG LLP as a senior tax manager in their private client advisory services (PCAS) practice.
Jonathan earned his Bachelor of Business Administration (Accounting) degree from the Goizueta Business School at Emory University and his Master of Taxation from the Robinson College of Business at Georgia State University. Jonathan is a Certified Public Accountant (CPA) licensed in Georgia, Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS). Jonathan is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the Atlanta Estate Planning Council and the Balser Professional Advisor Council. Jonathan’s community involvement includes service with Temple Sinai, the Jewish Federation of Greater Atlanta and as the Treasurer of the Epsilon of Kappa Alpha Order Alumni Advisory Board.