With over 30 years of client service experience, Jim is a partner in the Tax Department of our Rochester office and serves as the chairman of our marketing committee. Whether it is working with closely held businesses or their owners, Jim’s areas of specialization lie in strategic thinking, succession planning, revenue and profitability enhancement, mergers and obtaining bank and permanent financing. Jim’s community activities include serving on the Board of the Empire Center for Justice as well as being Chairman of the Man/Woman of the Year Award for the Leukemia and Lymphoma Society, Western and Central New York Chapter. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Estate Planning Council of Rochester. He is also the chairman of the Leukemia & Lymphoma Society Man/Woman of the Year Celebration.