Jim brings 30 years of experience in the insurance industry to the Firm, with substantial experience serving national and global entities that range in size from Fortune 50 multinational public companies to small mutual insurance companies.
Prior to joining DHG, Jim held a variety of positions within the insurance industry. Most recently, Jim worked at a Big Four accounting firm where he focused on property/casualty, life, health, and reinsurance companies. Jim led the firm’s international insurance tax practice, focusing on cross-border transactional work. Jim has provided clients with due diligence and tax advisory services on a number of acquisition, disposition and spin-off transactions.
While in industry, Jim served as the SVP and Global Head of Tax for General Reinsurance Corporation, a multi-national reinsurance company and Berkshire Hathaway subsidiary. In this capacity, Jim focused on M&A planning, global organizational structuring, Subpart F mitigation strategies and surplus enhancement techniques. In addition, Jim was responsible for developing strategies designed to maximize after-tax yields on a diverse investment portfolio.
Concurrent with his duties at General Reinsurance, Jim served as the senior technical tax resource for the Berkshire Hathaway family of companies including as International Tax Director. In this role, Jim was responsible for advising Senior Management on a variety of tax issues including the efficient structuring of acquisition targets.
In addition to his extensive transactional background, Jim regularly provides advice on financial statement reporting under ASC 740 (including FIN 48 and Sarbanes-Oxley compliance), SSAP 101 for insurance entities, complex reinsurance transactions, IRS exam assistance, Subpart F tax planning, cross-border tax planning and various Subchapter C issues affecting insurance companies.
- AICPA Tax Section
- New York State Society of Certified Public Accountants (NYSSCPA)
- Organization of Multi-national Insurance Taxation
- RAA Tax Committee - Former Chairman