Jon Morton

Principal at FORVIS MAZARS

Jon is a Principal at Forvis Mazars in their International Tax and Transfer Pricing practice. Prior to joining Forvis Mazars, he spent more than 15 years as part of a Big Four accounting firm’s international tax and transaction services practice, specializing in financial services transfer pricing. Jon joined that firm in London, UK, in 2007, before spending six years in New York, New York. He has been based in Charlotte, North Carolina for the past seven years. Jon’s transfer pricing experience has covered a range of compliance, advisory, controversy, and other matters for clients across all industries with varying domestic and global footprints. Many of the engagements that he has managed have entailed the preparation of global transfer pricing documentation or planning studies for compliance with national and international regulations and guidelines. As the lead transfer pricing advisor for many large multinational clients, Jon has extensive experience with transfer pricing audits, controversy enquiries, advanced pricing agreements, operational/implementation engagements, and start-up/restructuring assignments. Jon has also assisted clients with various complex technical matters, including captives, permanent establishments, intangible property valuation, debt/equity and thin capitalization analyses, cash pooling, blocker financing, and financing transactions. He has passed all three levels of the Chartered Financial Analyst® (CFA®) qualification and has completed the Enrolled Agent (EA) program. Jon has represented many clients before the IRS. Jon is a graduate of The London School of Economics and Political Science (LSE), UK, with a B.Sc. degree in economics and economic history.