Sarah DayaSarah DayaManaging Director, Central Lead, Wealth Planning and Advice
About Sarah
Sarah Daya is a Managing Director and the Central Lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
Sarah and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. This group of former practicing lawyers and CERTIFIED FINANCIAL PLANNER® professionals works directly with clients and their tax and legal advisors1 to provide experience 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. Sarah and the team provide internal training to the J.P. Morgan Wealth Management sales force on these topics and also create educational content for distribution to the public.
Prior to joining J.P. Morgan Wealth Management, 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 deep experience 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.
Sarah earned a B.A. in Economics and Psychology from the Pennsylvania State University, a J.D. from Michigan State University College of Law and a Master of Laws (Taxation) from Georgetown University Law Center. She is a member of the State Bar of Illinois.
1Wealth Planners may work with clients' tax advisors, but do not provide tax advice.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now