Jim is a Tax Partner and the Family Office Services Director at Ronald Blue & Co. CPAs. He is a licensed Certified Public Accountant (CPA), Certified Financial PlannerTM (CFP®) and a Certified Kingdom Advisor (CKA®). With 30 years of experience, Jim is a member of the American Institute of CPAs, California Society of CPAs, Orange County Estate Planning Council and Kingdom Advisors professional associations.
At Ronald Blue & Co. CPAs, Jim oversees a team of professionals working with high-net-worth and ultra-high-net- worth families, athletes/entertainers, business owners, investors, and trustees. Jim is passionate about coaching his clients how to be good stewards of their resources and how to build lasting family legacies. He advises clients on business management, tax planning and compliance, estate and trust administration support, bookkeeping, bill payment and family office services.
Estates and Trusts, Family Trust and Business Management, Individual Tax and Business Tax Consulting and Planning, Outsourced CFO