Jim assists clients in a broad range of industries, including real estate - where he represents developers, investors, general contractors, subcontractors, home builders, property managers and hotel management companies. He regularly advises emerging technology clients, government contractors, retailers, automobile dealers and many other traditionally family-owned businesses.

He focuses on enabling clients to preserve and maintain control over their business interests and investments, while minimizing applicable gift, estate and generation-skipping transfer taxes. He employs a number of creative techniques to accomplish his clients' goals, including estate "freezing" transactions, a variety of trusts, insurance arrangements, succession planning for closely held businesses and charitable planning. Jim often represents fiduciaries in litigation involving trusts and estates. He also has an extensive transactional practice, which addresses choice of form of organization; preparation of partnership, limited liability company and corporate organizational documents; corporate and partnership reorganizations and recapitalizations; and financing transactions and associated matters.

Jim has a substantial IRS controversy practice, representing clients in audits, appeals and litigation before the U.S Tax Court and other Federal Courts. Jim has secured private rulings and determinations from the IRS National Office addressing a broad variety of matters. Jim often represents Fiduciaries in litigation involving trusts, estates and closely-held businesses.