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Jonathan L. Fitzgerald was born in Fall River, Massachusetts, and joined the firm in 2011 as a member of the Estate Planning and Tax Group. Mr. Fitzgerald’s practice is focused on assisting individuals and families in the areas of sophisticated estate and tax planning. In addition, Mr. Fitzgerald's areas of concentration include complex estate planning and probate administration, individual income taxation, corporate and partnership taxation, business formation, business acquisition and sale, and charitable planning.
Mr. Fitzgerald graduated from the University of Notre Dame Mendoza College of Business with a double major in accounting and political science. After graduation from Notre Dame, Mr. Fitzgerald worked for four years at the international public accounting firm of PricewaterhouseCoopers LLP in the firm’s New York City office. While at PricewaterhouseCoopers, Mr. Fitzgerald consistently received the highest performance rating offered by the firm. He left the firm to attend the University of Florida Levin College of Law, where he earned his Juris Doctor degree.
In addition to being a member of the Florida Bar, Mr. Fitzgerald is licensed as a Certified Public Accountant by the State of Florida. Mr. Fitzgerald is a member of the Tax Section and Real Property and Probate section of the Florida Bar, the Indian River County Bar Association, the American Institute of Certified Public Accountants, and the American College of Forensic Examiners Institute.
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Jonathan has been a great asset and brings a needed skill set and experience to the community. I've trusted him on a number of occasions referring clients with some very difficult issues and always received great feedback. I would recommend him without hesitation.
Jeffrey Battista Family Attorney
Relationship: Fellow lawyer in community
|FL||Member in Good Standing||2010||08/10/2016|
|Award name||Grantor||Date granted|
|Certified Public Accountant||Florida Institute of Certified Public Accountants||2010|
|Certified Forensic Accountant||American College of Forensic Examiners International||2010|
|Associate||Gould Cooksey Fennell, P.A.||2012 - Present|
|Attorney||Fitzgerald Law & Accounting||2010 - 2011|
|Senior Associate||Price Waterhouse Cooopers, LLP||2003 - 2007|
|Association name||Position name||Duration|
|American College of Forensic Examiners International||Member||2011 - Present|
|Florida Bar, Real Property, Probate and Trust Law Section||Member||2010 - Present|
|Florida Institute of Certified Public Accountants||Member||2010 - Present|
|American Institute of Certified Public Accountants||Member||2010 - Present|
|Indian River County Bar Association||Member||2010 - Present|
|Blog||2010 Decedents and the Necessary Estate Tax Opt-Out Procedures||2011|
|Blog||America’s Debt Solution Could Be Your Estate Planning Problem||2011|
|University of Florida, Fredric G. Levin College of Law||Doctor of Jurisprudence/Juris Doctor||JD - Juris Doctor||2010|
|University of Notre Dame||Accounting||Bachelors of Business Administration||2003|
|University of Notre Dame||Political Science||Bachelors of Business Administration||2003|
|Indian River County Paralegal Association||New Florida Durable Power of Attorney Act||2012|
|Indian River County Paralegal Association||2010 Estate Tax Amendments and Portability||2011|