Jim Katherman, CPA, shareholder and tax and business advisor, provides tax planning, tax consulting and tax return preparation services. Jim has extensive experience in the tax aspects of structuring business acquisitions and sales. His client base includes corporations, LLCs/partnerships, trusts, and tax-exempt organizations in diverse industries, including manufacturing/distribution, transportation, real estate, healthcare and technology.

Professional and Civic Associations

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Irvine Council, Boy Scouts of America, Former District Chairman
• Professionals Networking Group, Membership Chairman and Group Leader
• Tax Practitioners Panel

Presentations

• "Business Advisory Boards For Growing Businesses"
• "Profit is Not a Dirty Word (Profit Enhancement Process)"
• "Year-end Tax Planning and the New Tax Law"

Education

• Golden Gate University, Master of Science, Taxation
• California State University, Long Beach, Bachelor of Science, Business Administration and Accounting, Magna Cum Laude

Hobbies

• Hiking
• Outdoor Activities

See the Stonefield Josephson advertising campaign.

Contact Information:
949-653-9400
jkatherman@sjaccounting.com
4 Park Plaza
Suite 900
Irvine, CA 92612