Jim has over 30 years of experience specializing in tax planning and compliance to high-net-worth individuals and families, including estate and retirement planning.  In addition, Jim provides services related to equity-based compensation, after-tax cash flow analysis, and tax analysis of complex investment strategies. 

About Us: Sax LLP is a Top 100 multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, they have offered industry-specific expertise, comprehensive service offerings and client-centric results.