
Sarah DayaSarah DayaExecutive Director, Wealth Planning and Advice
About Sarah
Sarah Daya is a Vice President covering the Eastern Region for J.P. Morgan Wealth Management's Wealth Planning & Advice team, which is responsible for wealth planning, thought leadership, and strategic planning for individual clients. This team of former practicing lawyers works with clients and their tax and legal advisors1 to provide client facing expertise in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post- transactional planning, concentrated position management, and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates educational content for distribution to the public.
Prior to joining J.P. Morgan Chase, Sarah worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters. She began at the IRS as an Estate Tax Attorney, became a Lead Attorney/Litigation specialist and managed a group of attorneys in the Small Business/Self Employment Division – Estate and Gift Tax. Most recently she was an Attorney-Advisor with the Internal Revenue Service Office of the Chief Counsel—Income Tax and Accounting. Sarah has expertise in such diverse areas as captive insurance companies, installment sales, and business valuation, and, in her most recent role, drafted regulations addressing charitable workarounds for the $10,000 cap on state and local tax deductions and issued guidance on the deductibility of expenses paid using loans under the Paycheck Protection Program. In addition, Sarah was a frequent presenter for the Service on such diverse topics as responding to Freedom of Information Act requests, captive insurance companies, conservation easements, and estate and gift tax audit best practices.
She earned her Bachelor of Arts degree in Economics and Psychology from the Pennsylvania State University, her Juris Doctorate degree from Michigan State University College of Law and her Master of Laws (Taxation) from Georgetown University Law Center. She is a member of the State Bar of Illinois.
Insights

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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