Jonathan Barber

Vice President, Tax Policy & Research
Ayco

As vice president in Tax Policy & Research, Jonathan provides technical support in the areas of executive compensation, employee benefits and retirement plans to Ayco advisors and corporate clients. This includes monitoring trends and best practices in addition to conducting extensive training for Ayco advisors.

An employee of Ayco for over 20 years, Jonathan has held positions in a number of business lines across the firm. He joined the firm as a staff attorney in 1996. In 1999 he joined the Tax Policy & Research group, serving as coordinator of the Ayco financial counselor training program. He continued with that group, serving in roles of increasing responsibility and providing technical support in the areas of income tax and estate planning, before assuming his current position in 2006.

Jonathan received a bachelors’ degree from Siena College and a Juris Doctor from Albany Law School. He is a member of the New State Bar and New York State Bar Association. He is also a member of the National Association of Stock Plan Professionals.

Check out the incredible speaker line-up to see who will be joining Jonathan.

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Day One: Sunday, March 24,2019

Sunday, March 24th, 2019

5:10 PM Uncovering the Hidden Impact of Tax Reform on Total Rewards

Recent press has focused on the decline of federal tax refunds as a flaw in the new tax legislation. And yet, lower federal refunds are generally considered good financial planning. Our discussion will explore the true implications of the recent tax reform as a confluence of increased complexity, inadequate education, and the underreported knock-on effects across the total rewards space. We’ll share the seven ways employers can counter these effects through reimagined plan design and educational opportunities that will improve value perception, increase participation, and reduce financial stress.