Experience

James is a director in Citrin Cooperman’s Private Client Services Practice, providing tax planning and compliance for high net worth individuals.  These services include any tax aspects that impact your personal tax return, such as estate and gift taxes, trusts, and closely held investments, including family partnerships or rental properties.

James is a prior Treasurer of the Denver Active 20-30 Children’s Foundation, and current supporter of the National Kidney Foundation.

Prior to moving to the DC area, James worked in a local firm in Denver, Colorado, providing a full range of tax and audit services to family-owned businesses and individuals.