Jon Beer is an associate in the Private Client Group at Miller Johnson. He works to resolve client concerns in the areas of estate and wealth transfer planning, trust and estate administration, and taxation.

Mr. Beer enjoys counseling with clients on estate and wealth planning to address their individual needs and desires for their family, business, and charitable concerns. He uses his technical tax background to anticipate potential estate, gift, and income tax issues. He assists trustees and personal representatives in achieving the goals laid out in estates and trusts with an eye toward identifying and resolving or avoiding potential disputes.

Mr. Beer also assists clients and advisors with domestic and international tax matters. He reviews and prepares offers in compromise and voluntary disclosures. He assesses filing obligations related to international business investments, foreign banking, inheritance, and U.S. assets owned by foreign estates. As needed, he guides clients through the process of abating IRS penalties related to international IRS forms such as 706-NA, 1040-NA, FBAR, 8938, 3520, 8865.

Jon is an active member of his community, focusing especially on the welfare of children. He is Vice President of the School Board for Grand Rapids Child Discovery Center, member of a Gerald R. Ford Council Boy Scout committee, and a foster parent.  In the past, he has volunteered in scouting, in Special Olympics events, and as a missionary in Germany for his church.  Jon is fluent in German.

Publications

Beer, Jonathan; Malviya, Raj, “New Year’s Resolutions for Trustees and Beneficiaries: Ten Fiduciary Income Tax Planning Considerations,” Vol. 36, Winter 2016, State Bar of Michigan Journal