Principal, CIO, and Co-Founder
+1 (866) 298-7829 Ext. 700
Jim has more than 18 years of experience in providing tax data management, process, and calculations. As leader of the Quantitative Analysis Practice, he focuses on leveraging his extensive client facing experience to develop practical software tools and solutions based on specific business requirements. Jim has successfully developed cloud-based applications to solve complex quantitative tax calculations, such as the IRC § 199 DPA deduction, IRC § 1031 Like Kind Exchange, Reg. § 1.861 expense allocation and apportionment and the IC-DISC.
Prior to WTP Advisors, Jim led the development of various software tools for PwC’s Quantitative Solutions Practice.
Education and Certifications
Civic and Professional Organizations