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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.

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Latest Thinking

state and local taxes
Year-End State and Local Tax Planning Perspective

In recent years, there have been significant changes to the State and Local Tax nexus requirements. The longstanding physical presence nexus rules have been superseded by economic nexus. Almost all […]

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HC SALT
On-Demand Webinar: Top State and Local Tax Challenges for the Healthcare Industry

Please join James Bartek, Jason Rosenberg and Bonnie Susmano from Withum’s State and Local Tax services team, as they provide an update on key state and local tax issues affecting […]

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On-Demand Webinar: The 2023 India Budget

What It Means for Companies Doing Business from U.S. and India Perspectives This webinar will include an overview and highlights of the 2023 India budget announced on February 1, 2023. […]

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