Jim leads the Firm’s State and Local Tax Services and has over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, Streamlined Sales Tax Agreement, and sales/use/excise tax compliance services.
He assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications and manufacturing. Leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials.
Learn more about my professional experience and how I spend my time outside the firm.
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As states continue to adapt to the post-Wayfair landscape, the initial focus on establishing economic nexus thresholds has largely stabilized. With these standards now firmly in place, many jurisdictions are shifting their attention toward expanding the sales tax base or adding other indirect taxes or fees. This includes broadening the scope of taxable items and…