A seasoned and charismatic professional, Jim is usually the “go-to” resource for local, multi-state and international clients, largely because of his ability to make tax planning and preparation fun and understandable. “I like to keep things simple and really listen to what my clients are saying,” Jim says “it’s important to understand their issues before I give them any advice.” Jim’s has provided guidance for his clients in a number of areas including:
Advising clients on the tax advantages of converting retirement funds to Roth IRAs, resulting in significant tax savings and maintaining a legacy for future generations
Identifying multistate tax filing opportunities for clients, including catch-up filings and voluntary amnesty programs to minimize and eliminate future penalties and interest
Discovering tax incentives of the IC-DISC for international clients and recommending how to appropriately order finances in order to considerably reduce tax rates
Jim was recently recognized as a Five Star Professional for Strategic Tax Planning - an award distinguishing service professionals who provide quality client service.
Jim’s reach extends beyond his clients, as the host of Money Talk, a live radio show on WILM-AM 1450 (Wilmington) for nearly a decade, Jim provided callers with advice on tax and financial questions. He continues to appear on the show occasionally as a guest, providing tax tips for listeners.
Jim is committed to his community and serves as Chair of the Delaware Regional Advisory Board of the Salvation Army. In his spare time, he frequents the beach and the golf course. Throughout his 30 year career, Jim has been able to maintain a great balance between his personal and professional life - spending time with family & friends and working with clients, “I get my energy by meeting with clients and talking to them.”
Experience is the Difference®