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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

year-end planning for state and local tax
Year-End State and Local Tax Planning

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 […]

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business deduction limitation
New Jersey Businesses Should Consider SALT Deduction Limitation

Share As states such as New Jersey continue to enact SALT Deduction limitation workarounds, it is essential for businesses to consider opportunities as part of year-end tax planning. Businesses that […]

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nj-emergency-assistance-grant-program-small-business
New Jersey Emergency Assistance Grant Program Announced for Small Businesses Owners

Share Governor Murphy announced a new relief program to assist small businesses impacted by COVID-19. The Small Business Lease – Emergency Assistance Grant Program (SBL-EAGP) will provide eligible businesses with […]

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