ABOUT Jim

As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered.
When he is not working, Jim enjoys spending time with his wife, Maya, and their two kids, Tommy and Bella and their dog Spike. He is a proud alumnus of Rutgers University, where he received both his undergraduate degree and his MBA, and, most importantly, met his wife.

A BRIEF HISTORY

A lifelong New Jerseyan, Jim began his career with Ernst & Young, LLP in Manhattan. While at Ernst & Young, Jim was part of the Entrepreneurial Services Department where he worked primarily with companies looking to launch initial public offerings (IPOs), companies that had just gone public and large privately- held companies.
Jim focuses most of his time at the firm on tax, business and financial planning, mediation support services, as well as special projects for our clients. In addition to being a CPA, he is a Registered Investment Advisor. His professional memberships include the American Institute of Certified Public Accountants, National Association of Tax Preparers, New Jersey Society of CPAs and the Princeton Chamber of Commerce.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Jim is engaged, or continues to be engaged, to provide investment advisory services.

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For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>