Sarah DayaSarah Daya
Executive Director, Wealth Planner

About Sarah

Sarah Daya is an Executive Director and the Central Division 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 PLANNERS™ 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 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.

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.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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