Jim has been a tax professional in public accounting for more than 25 years. He provides tax compliance, accounting, and tax consulting services to a broad base of clients including high-net-worth individuals and their families, closely held businesses and their owners, partnerships, S corporations, estates and trusts, and private foundations.
Jim has worked with business clients in a wide range of industries, including professional service firms, rental real estate, and investment holding & management companies.
In addition to specializing in tax return preparation and review services, Jim has assisted clients with the purchase and sale of businesses, representation in IRS and state audits, foreign bank account reporting, and complex private foundation tax issues.
Prior to joining D&S in 1995, Jim was a tax manager in the Philadelphia office of Coopers & Lybrand, where he had started his career. While there, Jim was a member of the firm’s personal financial services, exempt organizations, and mutual funds groups, where his clients included public company executives, private foundations, and regulated investment companies.
Jim received a Bachelor of Science degree in business administration with maxima cum laude honors from LaSalle University, where he majored in finance and accounting. He also earned a Master of Taxation degree from the Villanova Law School Graduate Tax Program.
He has continued to supplement his education with a variety of professional education courses and is a presenter for in-house training. Jim has also presented as a co-host of Money Matters TV, a locally-produced cable television program about personal finances and business issues.
Jim is a member of the American Institute of Certified Public Accountants, as well as the Pennsylvania Institute of Certified Public Accountants, where he previously served on the Greater Philadelphia Chapter Executive Committee, and as co-chair of the Greater Philadelphia Chapter Practitioners Committee. Currently, he serves on the PICPA's CPA Foundation Board, which provides support to those seeking to become CPAs.
In 2010, Jim was honored to receive the Michael A. DeAngelis Award from LaSalle University's Accounting Department—its highest honor.
Jim resides with his wife and children in Ardsley, Abington Township, Pennsylvania. His community involvement has included leadership positions with the Boy Scouts and volunteer work at his church. Jim's interests include movie and game nights with his family, as well as touring the Greater Philadelphia area.
The Post-COVID Tax Practice: What Preparers Will Keep Doing - AccountingToday - May 11, 2021
Task Masters: The Jobs Tax Pros Want to Delegate - AccountingToday - March 25, 2021
Order and Chaos: The Trickiest Parts of Taxes This Season - AccountingToday -March 23, 2021
Benefits of SALT Cap Repeal May Be Mixed for Rich Clients - Financial Advisor - February 9, 2021
New SALT Deduction Option Can Cut Biz Owner's Federal Taxes - Financial Advisor - December 7, 2020
Will Tax Audits, Enforcement Increase to Make up for Pandemic Shortfalls - AccountingToday - November 17, 2020
Election 2020: What Preparers and Clients Say About Candidates' Tax Plans - AccountingToday -October 28, 2020
Over-extended: Tax Pros Look to October 15 - AccountingToday -October 8, 2020
Now's An Ideal Time To Use Donor-Advised Funds For Giving—And Tax Breaks - Financial Advisor - October 5, 2020
A Special Tax Return Clients Should Know About - Financial Advisor - June 29, 2020
Pandemic, Reform Cause Tax Filing Complications to Mount - Financial Advisor, April 13, 2020
Tax Deadlines Were Extended, But Advisors Beware: There are Exceptions - Financial Advisor, April 6, 2020
Squeeze Play- Preparers' Most Time-consuming Early-season Tasks - AccountingToday, February 3, 2020
Seasonable Doubt: Preparers Discuss Hiring Temp Help - AccountingToday, January 7, 2020
Potential 2019 Tax Changes Your Wealthy Clients Need to Know About - Financial Advisor, December 11, 2018
Clients' Vacation Rental Homes Deserve Special Scrutiny - Financial Advisor, October 29, 2018
Client's Buying or Refinancing Pricey Homes Face New Tax Rules - Financial Advisor, September 4, 2018
Tax-Free Sales of Vacation Homes Possible Under Trump's Tax Reform - Financial Advisor, July 23, 2018
Give to Charity in Philly Area: Create a Donor-Advised Fund at Your Community Foundation - Philadelphia Inquirer, May 18, 2018
Filing a Last-Minute 2017 Tax Extension? Here's How - Philadelphia Inquirer, April 16, 2018
Here's Where All the Deductions Have Gone - Financial Advisor, March 5, 2018
Tax Law Brings Big tax Changes for Alimony Payers - Financial Advisor, January 22, 2018
Tax Reform Changes Deduction Strategies for HNW Clients - Financial Advisor, December 11, 2017