- Individual Taxation & Planning
- Fiduciary Tax Matters
- Gift Tax
- Family Office Services
CREDENTIALS / EDUCATION
- Enrolled Agent (EA)
- Hofstra University: BBA, Public Accounting
James A. Jacaruso, Jr. is a Director in the firm's Personal Wealth Advisory Group. He has more than 25 years of tax compliance and planning experience. His areas of focus are personal and fiduciary income taxation, gift taxation and wealth transfer planning.
Prior to joining the firm, James was a Tax Director and team leader at both multifamily and single-family offices, where he was responsible for helping to manage tax groups, staff training, practice development, and all client-related functions, including compliance and tax planning.
James has a strong background and a significant record of success advising ultra-high net worth and high net worth individuals and families; as well as private foundations and publicly supported not-for-profit organizations. In addition, he has worked extensively on a wide range of tax matters for investment advisory and leading accounting firms.