Jim is a Principal in the Tax Advisory Group in the Youngstown, Ohio office of HBK CPAs & Consultants and has been with the firm since 1986. Jim also leads the firm’s Production Planning Committee which provides insurance solutions to meet business and personal objectives. He has extensive experience in personal and estate planning, charitable planning, tax-exempt organizations and individual tax and financial planning. Jim earned the Personal Financial Specialist (PFS) designation, which is awarded by the American Institute of Certified Public Accountants to recognize CPAs who provide financial planning service. Jim also has experience in tax policies, procedures and resources, which HBK uses in their tax practices. He provides counsel to high-net worth individuals throughout HBK and HBKS. He was HBK’s tax practice chair for over 25 years and now focuses his efforts in working with business owners and high-net worth individuals. He is one of the firm’s preeminent presenters and specializes in addressing business owners and individuals on topics such as personal tax planning, estate and gift planning, shareholder agreements, protection planning, charitable giving opportunities, exempt organization issues among many other tax and financial planning topics.