Walter Robb, Ph.D. - Chairman & Interim CEO, Cyclics Corporation, Board Member of 11 organizations across 15 industries, New York
"As a 20 year direct protégé of Jack Welch’s at GE, active philanthropist and the board member of many publicly traded entities, I have worked with numerous attorneys. This is the first testimonial I have ever given for professional work. It is well-earned. Over the years, Jim has saved me several million dollars in taxes. He is easy to work with and responsive. His unique capabilities and insight make a huge difference. He deserves your confidence. I give him my highest recommendation."
Gary Adamson - CEO, Dicor Corporation Elkhart, IN
"Jim is honest, thoughtful, bright, and informed. I cannot recommend Jim highly enough. Over nearly 20 years, Jim has loyally and faithfully provided powerful planning options to our family and business. We have more substantially more money and family protection because of Jim."
Johnne Syversen - CEO, Syversen Strege & Company, West Des Moines, Iowa
"Jim is one of the most creative and powerful tax planners I know. At the same time, he never loses sight of family well-being and long-term holistic planning. We have many attorney advisors and tools available to us. Jim generously shares his time to help us match creative solutions with the right technical local attorneys. I consider Jim a key go-to person for high-level, technically-sound solutions."