Jim’s experience covers audit and accounting, tax and consulting advisory services, making him a valued resource to his clients. In recent years, he has concentrated on serving manufacturing and distribution clients, with a specialty in the beverage industry. In addition, he continues to serve clients in other industries including technology, real estate and professional services. Jim has frequently consulted his clients on various matters including mergers and acquisitions, commercial financing, estate planning, research and development and other tax credits and more recently with matters related to coronavirus relief including Paycheck Protection Program loans, Employee Retention Credits and other available incentives.
- Advises clients on all aspect of business and financial management including clients that operate with locations both foreign and domestically.
- Advises clients on potential expansion opportunities, including acquisition of businesses, asset acquisitions and establishing a footprint in new territories.
- Assists clients with structuring, due diligence, future cash flow modeling and other matters related to potential acquisitions and expansions.
- Offers consulting and advisory services with respect to debt financing on credit agreements and term loans, specifically focused in areas of financial covenants and other related provisions.
- Reviews all aspects of client financial performance designed to implement tax savings strategies as well as other planning opportunities.
- Advises and assisted numerous clients with matters related to coronavirus relief available under the Family First Coronavirus Response Act (FFCRA), the Coronavirus Aid, Relief and Economic Securities Act (CARES), the Consolidated Appropriates Act and the American Rescue Plan Act of 2021.
- Oversees annual compliance work including financial statement assurance, annual tax compliance and income tax examinations on both federal and state related matters.
- Active member of the firm’s mentor and leadership programs, helping to coach and train colleagues on their future career goals.
- American Institute of Certified Public Accountants (AICPA)
- Tax considerations for cannabis business and investment (article)
- With new 21 percent corporate tax rate, S-Corps are taking a second look at C-Corp status (article)
- So you’re considering becoming part of the e-commerce world: the first question every remote seller should ask (article)
Location
Uniondale, NY
Education
Bachelor of Science in accounting
State University of New York at Albany