Jonathan Sokoloff |

Diamond, Polsky & Bauer PC

Jonathan Sokoloff | Diamond, Polsky & Bauer PC

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Firm Summary

Jonathan D. Sokoloff is a distinguished alumnus of the University of Pennsylvania, graduating magna cum laude in 1974, and later earning his Juris Doctor from the University of Pennsylvania Law School in 1978. Furthering his legal expertise, he obtained a Master of Laws in Taxation from the New York University School of Law in 1980. Commencing his professional journey, Sokoloff joined Diamond, Polsky & Bauer in June 1980, where his practice predominantly revolves around estate planning, estate administration, and tax planning. His professional contributions extend to both the firm’s Philadelphia and Media offices.

A member of the Pennsylvania Bar, Sokoloff has an illustrious career appearing before the United States Tax Court and the United States Claims Court, demonstrating his extensive legal proficiency. Additionally, he served on the Executive Committee of the Probate Section of the Philadelphia Bar Association for more than a decade. Currently, he holds a position on the Executive Board of the Delaware County Attorney/CPA Forum, having previously served three terms as its President. Sokoloff also boasts a history of leadership, having been the past President of the Delaware County Estate Planning Council and the past Secretary/Treasurer of the Tax Section of the Philadelphia Bar Association.

Sokoloff’s professional focus lies in collaborating with individuals and families on estate planning, with a specialization in structuring family businesses. His expertise aims to achieve the dual goals of effective succession planning and the mitigation of death taxes. Furthermore, he has adeptly represented clients in a spectrum of income tax matters, navigating through IRS audits and tax controversies. His significant contributions extend to co-authoring the Bureau of National Affairs Tax Management Portfolio on IRS tax liens. Sokoloff’s multifaceted experience and commitment to legal excellence underscore his prominence in the field of estate and tax law.