Jim joins the firm as a Partner with over 30 years of experience specializing in tax planning and compliance to high-net-worth individuals and families, including estate and retirement planning. In addition, Jim provides services related to equity-based compensation, after-tax cash flow analysis, and tax analysis of complex investment strategies.
Daily, he works with entrepreneurs, corporate executives, and family-owned middle-market companies. He also writes articles to demonstrate his expertise and is often quoted in publications for his knowledge in the private client field.
James is a Certified Public Accountant in New Jersey. On a personal note, James and his wife volunteer at local animal rescues in their spare time.