Jim brings over 35 years of experience to his role as the firm’s National Practice Leader of the Tax Group, guiding domestic businesses and high-net-worth clients in an evolving tax and business landscape.

With a profound understanding of taxation, Jim collaborates closely with his clients to develop federal and state tax planning strategies that align with their goals, while maintaining compliance regulations. Serving as a trusted business advisor year-round, he connects with clients throughout the year to guide them through complex entity structuring, multi-state planning, mergers and acquisitions, real estate purchases, succession and transition planning, and other intricate transactions impacting their tax and financial position. Jim’s clients rely on him for his industry insights to help them strategically plan for the future. He takes the time to understand his clients’ specific financial objectives, offering insights that go beyond tax, providing recommendations and strategies to enhance financial performance and achieve their personal, professional and entity goals.