Jon R. Stefanik

Partner | Akron

Business Practice Group Leader


[email protected]

  • Areas of Practice

    Assistant  |  Nancy Whitman  :  [email protected]

    Download Bio

    Download V-card

    Assistant  |  Nancy Whitman  :  [email protected]

    About Jon:

    I am a business attorney with a strong tax background. I represent privately-held companies, individual business owners and emerging growth companies. My clients seek my counsel on a wide range of general business matters, but my focus is in the areas of mergers and acquisitions, corporate governance and business succession planning.


    I work closely with my clients to understand the issues that are important to them, and those that aren’t, so that I am able to maximize returns on my drafting and negotiating efforts. Because tax issues are pervasive in virtually all business endeavors, clients value my tax experience and training, as I am uniquely positioned to assess tax issues and opportunities at every step of the agreement drafting and negotiation process.


    No matter the business need or issue, I am committed to my clients’ success. I keep the best interests of my clients at the forefront when approaching the various legal issues that are so prevalent in today’s business world.


    • Focuses practice on general business and corporate matters, including related tax planning and consulting
    • Tax practice experience includes analysis of a wide range of tax issues, including issues related to LLC and partnership taxation, estate and gift taxation, corporate taxation and state and local taxation
    • Business practice experience includes assistance with entity formations, start-up ventures, software licensing arrangements, contract drafting and buy and sell-side mergers & acquisitions representation
    • Represented early stage software client in receiving multi-million dollar Series A and Series B preferred equity investments.
    • Represented start-up company in multi million dollar convertible debt bridge financing round.
    • Regularly advise wealth management client in multi-million dollar strategic asset acquisitions.
    • Regularly advise public accounting firm client in multi-million dollar strategic asset acquisitions.
    • Regularly advise national disaster restoration business client in roll-up acquisitions throughout the US.
    • Represented client in tax-free split up of professional services corporation into two separate corporations to facilitate a split of conflicting shareholder groups.
    • Represented client in acquisition of software company competitor via asset purchase.
    • Regularly represent clients in the sale of their businesses to strategic and financial purchasers.
    • Regularly advise national real estate group in structuring capital stack and distribution waterfall for each LLC formed to acquire property.
    • Represented family office client in the acquisition of a controlling interest in a global restaurant concept.
    • Represented S corporation client in contribution of appreciated assets to a newly-formed LLC co-owned by an institutional investor, with a simultaneous partially liquidating distribution to S corporation. Structured as a part-sale/part-contribution resulting in significant tax deferral.
    • Restructured an S corporation client prior to sale so that unwanted assets could be distributed tax-free and buyer could purchase stock while receiving asset sale treatment for tax purposes.
    • Represented a management group in the sale of their investment in a private LLC on a favorable tax basis while reinvesting in the successor company on a tax-free basis.
    • Regularly advise clients in the negotiation of various commercial contracts, including Distribution Agreements, License Agreements, Non-Disclosure Agreements, and Joint Development Agreements.

    • The University of Akron School of Law (J.D., summa cum laude, 2007)
      • Co-Valedictorian
    • The University of Akron (Master of Taxation, 2007)
    • The University of Akron (B.S., summa cum laude, 2004)


    • Ohio
    • U.S. Tax Court

    • Named Best Lawyers in America® ‘Lawyer of the Year’ (2019 & 2021)
    • Selected for inclusion in Best Lawyers in America® (2017-2024)
    • Recipient: 30 for the Future Award by the Greater Akron Chamber of Commerce (2011)
    • Selected for inclusion in Ohio’s Super Lawyers® (2022-2024), as voted by his peers
    • Selected for inclusion in Ohio’s Super Lawyers® - Rising Stars™ (2011-2013, 2016-2017), as voted by his peers
    • Recipient: University of Akron Outstanding Adjunct Faculty Award (2015)
    • Recipient: Ernest Karam Award for Academic Excellence
    • Recipient: Beta Gamma Sigma Outstanding Graduate Student Award

    • American Red Cross, Greater Akron and Mahoning Valley Chapter, Board Member
    • Akron Tax Club, Board Member
    • Leadership Akron, Class XXVII
    Past Affiliations
    • ACCESS Inc., Board Member
    • Torchbearers, Board Member
    • Akron Bar Association, University of Akron Liaison Committee, Chair
    • Akron Roundtable, Board Member and Past President
    • Project Learn of Summit County, Board Member
    • Akron Tax Club, Past President


    • Akron Bar Association
    • American Bar Association
      • Taxation and Business Law Sections
    • Ohio State Bar Association
      • Taxation Committee


    • "Liability Sharing and Disguised Sales: The Proposed Regulations," University of Akron National Tax Conference (2014)
    • "Partnership Allocations,” University of Akron National Tax Conference (2012)
    • "Recourse and Nonrecourse Liability in Partnership Agreements,” Stafford Legal Webinars (2012)
    • “Federal Income Tax Developments,” Akron Tax Club (2011)
    • "Choice of Entity and Federal Taxation Issues," Akron Global Business Accelerator (2010)
    • "Taxation of Carried and Profits Interests," University of Akron National Tax Conference (2010)
    • “Transaction Structuring: Avoiding Potential Pitfalls," Akron Tax Club (2010)
    • “Selected Issues in Private Equity Acquisitions: A Case Study,” Akron Tax Club (2008)
    • "Don't Forget the Buy/Sell Agreement," Crain's Cleveland Business Blog (2015)
    • "Allocating Recourse and Nonrecourse Liabilities under Subchapter K,” Journal of Taxation and Regulation of Financial Institutions (2013)
    • “Fisher and Price: The End of Annual Exclusion Gifts of FLP Interests, or Mere Child’s Play?,” Taxes- The Tax Magazine® (2011)
    • “Joint Committee Refund Review: Twelve Questions to Consider,” Journal of Tax Practice and Procedure (2008)
    • “Crew 4 You, Inc. v. Wilkins: The Ohio Supreme Court Misapplies Statute and Precedent to Eliminate the Resale Exception to Sales of Employment Services,” Akron Tax Journal (2007)


    Our attorneys will provide a collaborative, thoughtful approach to your legal needs. We look forward to connecting with you.