Jim is a partner in the firm's Executive Compensation, Private Client and Tax Group. He counsels clients on federal taxation matters, with an emphasis on estate planning and developing strategies for succession in the management and ownership of closely held businesses. Nationally recognized for his sophisticated wealth preservation practice, Jim has one of the largest wealth preservation practices in the mid-Atlantic region. He also handles real estate and corporate transactions, and advises clients regarding the financial and tax implications of those transactions.
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奖项和认可
- Named "Legal Elite" in Virginia Business Magazine for Trusts and Estates, 2020
- Selected "Top Lawyer" through peer review for inclusion in Northern Virginia Magazine for Trusts and Estates, 2020
- Selected through peer review for inclusion in The Best Lawyers in America© "Best Attorneys in Washington, D.C., & Baltimore" in 2013
- Selected through peer review for inclusion in The Best Lawyers in America© for Trusts and Estates, 2006-2025
- Named one of Washingtonian's Top Money Advisers (2012)
- Listed in Top Washington Lawyers: Trusts, Washington Business Journal (2009)
- Named a "Super Lawyer" by Washington, D.C. Super Lawyers magazine (2009, 2012, and 2014)
- Named a "Super Lawyer" by Virginia Super Lawyers magazine (2008 - 2012, 2014 - 2016)
- Listed in Top Washington Lawyers: Trusts & Estates, Washington Business Journal (2008)
- Listed in Leading Lawyers: Trusts & Estates, The Legal Times (2004)