Jim has been practicing public and private industry tax accounting, focusing on partnerships since 1990. He has assisted numerous clients in private equity, real estate, manufacturing, technology, finance including hedge funds and alternative energy industries with analyzing, planning, modeling and documenting partnership transactions, Jim’s primary focus is on acquisition and dispositions of partnership interests, debt financed distributions, disguised sales, carried interest issuances, cancellation of indebtedness transactions and maximization of basis recovery deductions. Jim has also restructured C corporation and S corporation debt and submitted ruling requests with the Internal Revenue Service on corporate divisions. His responsibilities also include tax planning, tax compliance and assisting in the preparation of financial statement audits and reviews. He is involved in training staff members in various partnership and S corporation taxation topics.

• Ready for Changes to Liability Allocation? (TaxStringer, December 2017)

• Cancellation of Debt: Partnerships and S-Corporations
  (Arizona Society of CPAs, August 2010)

• Member, American Institute of Certified Public Accountants
• Member, Washington Society of Certified Public Accountants
• Member, California Society of Certified Public Accountants

• BS, University of Michigan
• MS, taxation, Golden Gate University