Jim is a Principal in the Tax Advisory Group in the Youngstown, Ohio office of HBK and has been with the firm since 1986. 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 from the University of Toledo, which is awarded by the American Institute of Certified Public Accountants to recognize CPAs who provide financial planning services. He also has experience in tax policies, procedures, and resources, which HBK uses in their tax practices. Jim provides counsel to high-net-worth individuals throughout HBK. He is one of the firm’s preeminent presenters and specializes in addressing business owners and individuals on topics such as the Affordable Care Act, shale energy planning, charitable giving opportunities, estate and gift planning, and exempt organization issues.