Tax Expertise
James is a certified public accountant, specializing in high net-worth tax planning and compliance with an emphasis on gift and estate taxes. He is also well-versed in individual, trust, private foundation, and partnership accounting and taxation. Through his tenure as a public accountant, James has acquired a broad knowledge base to aid families and businesses through the complexities of the Internal Revenue Service Code.
Education
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Michigan State University’s Eli Broad Graduate School of Management
E. Lansing, Michigan
M.B.A., 1995
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University of Michigan
Ann Arbor, Michigan
B.B.A., 1993
Professional Activities
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Adjunct accounting professor, Grand Valley State University
Community Activities
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University of Michigan Grand Rapids Alumni Association, Board Member
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Public Museum of Grand Rapids Foundation, Finance Committee
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Kent County Special Sheriff's Deputy