Jim is a tax attorney that specializes in helping private business owners plan for their future. This involves a combination of sophisticated business, tax and estate planning techniques designed to accomplish his clients goals in the most tax efficient way possible.
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Blue Ocean Enterprises, Inc.
2007 LL.M - Master of Laws in Taxation
New York University School of Law
2005 Linden Cup Winner
Gonzaga University School of Law
2011- present Board of Directors
Reeled In For Life
2011 Clock Ticking for Tax Free Wealth Transfers
2010 Powers of Appointment Under Colorado Law
2012 Life Insurance in Tax & Estate Planning
2012 Gift Tax Planning - Getting the Most Bang for Your Exemption