Jim is a member of HMB’s Private Client, Trusts and Estates Group. He advises both individual and business clients regarding their tax compliance and estate and tax planning matters.
Leveraging his background as a Certified Public Accountant, Jim focuses on estate planning strategies to assist clients in growing and preserving their wealth. He uses his knowledge of complex federal and state income and transfer tax laws to provide planning techniques to individuals and businesses.
As a member of the Private Client, Trusts and Estates Group, Jim provides a full array of services including: income, estate, gift and generation-skipping transfer tax planning; income tax compliance for closely-held businesses, trust and estates; transfer tax compliance for individuals, trusts and estates; taxpayer representation for IRS and state examination and collection issues; operating and shareholder agreements; wills and trusts.
Tailored Solutions, Proactive Advice
Clients rely on Jim for advice regarding recent changes in tax law. They appreciate that Jim spends time to address their concerns and learn the unique aspects of their individual needs and goals.
Chicago-Kent College of Law, LL.M., Graduate Program in Taxation with Honors
Northern Illinois University College of Law, JD
Northern Illinois University College of Business, MBA
University of Iowa, BBA, Finance
Certified Public Accountant, Illinois
U.S. Tax Court
CALI Award Winner for highest grades achieved in Estate Planning, Corporate Taxation and Tax-Exempt Organizations at Chicago-Kent College of Law
Ruddy and King LLC Award Winner for highest grades achieved in Bankruptcy Coursework at Northern Illinois University College of Law
Chicago Bar Association
Center for Economic Progress, Tax Clinic Volunteer Attorney
CARPLS Legal Aid Volunteer Attorney
Prairie State Legal Services, Tax Clinic Volunteer Attorney
Center for Economic Progress, IRS Volunteer Income Tax Assistance Program Tax Preparer
AILA Law Practice Management/Start-up Bootcamp, Taxation Issues for Small Businesses
Chicago Bar Foundation Justice Entrepreneurs Project, Tax Considerations for Small Businesses
Chicago Bar Foundation Justice Entrepreneurs Project, Tax Reform Changes to Deductions for Businesses
10/31/19 Chicago, IL Ken Goldstein, Jim Plucinsky and Joe Tamburello present an in-depth discussion of the tax considerations for small businesses. Attendees will learn detailed information regarding tax compliance requirements based upon the choice of entity as well as tax planning and savings strategies for single-member LLCs, multi-member LLCs, partnerships, S corporations and C Corporations. The CBF Justice Entrepreneurs Project…