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James H. Guarino, CPA/PFS, CFP®, MST
Partner
Experience
Mr. Guarino has more than 25 years of experience providing tax consulting, financial and business planning guidance to individuals and closely held businesses. Jim demonstrates a personal responsive approach in each client relationship that encompasses individual, closely held businesses and fiduciary tax reporting. He counsels closely held business owners with succession planning strategies while providing them with day-to-day tax, accounting and business consultation. Jim is also sought after by high net worth individuals and family-office clients seeking assistance in implementing strategic tax planning and comprehensive wealth management solutions. Jim’s thought leadership on these disciplines is demonstrated at a variety of media speaking engagements, seminars and presentations across the New England region.
Expertise
- Individual tax planning, compliance and consulting
- Business entity tax planning
- Small business structuring and choice of entity
- Multi-state tax compliance
- Federal and state taxpayer representation
- Structuring of ownership interest
- Family and business succession planning
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- Estate planning and wealth transfer strategies
- Family and fiduciary tax consulting and compliance
- Owner-employee retirement goal setting
- Compensation alternatives
- Educational seminars for owners and employees
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Education
- MS - Taxation; Bentley College
- BS - Business Administration; Merrimack College
Certifications
- CPA – Certified Public Accountant
- PFS – Personal Financial Specialist (AICPA)
- CFP® – Certified Financial Planner
- Series 65 NASD
Professional Affiliations
- American Institute of Certified Public Accountants – Tax Division & Personal Financial Planning Division
Member
- American Institute of Certified Public Accountants Ambassador Program
- Massachusetts Society of Certified Public Accountants
- Financial Planning Association and Massachusetts Chapter of the Financial Planning Association- Consumer Awareness Sub-Committee Member
Send a message to James Guarino. |
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