Jim advises clients on ESOPs, retirement plans, nonqualified deferred compensation plans and ERISA.
Since 1993, Jim’s practice has focused on employee benefits with special emphasis on employee stock ownership plans (ESOPs). He also serves clients from a variety of industries on compensation and benefits matters. The great majority of Jim’s practice is helping businesses design, implement and maintain their ESOPs. Many of his clients also have 401(k) plans and nonqualified deferred compensation plans for key employees, and Jim helps them to design and implement such plans.
Working primarily with small to medium closely-held companies, Jim has completed hundreds of ESOP transactions for clients. He is an experienced problem solver for clients as he has often been hired to represent clients facing audits by the IRS and the Department of Labor.
Prior to practicing law, Jim was a benefits consultant and CPA for eight years.
