James Toto Partner

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Jim is the Office Managing Partner of the Tax Department in the New York office. He specializes in tax planning and compliance services to high-net-worth individuals and families. Jim’s more than 25 years of experience include working with entrepreneurs, corporate executives, family-owned middle-market companies, and multinational organizations. Among the services he provides are: estate and retirement planning, after-tax cash flow analysis, and stock option strategies. Jim has a Bachelor of Science degree in Accounting from Syracuse University.

Industry Expertise

High-Net-Worth Individuals and Families

Corporate Executives

Service Specialties

Estate and Retirement Planning

Tax Preparation and Planning

Licenses & Certifications

Certified Public Accountant, New Jersey

 

Memberships

American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants

Volunteer Activities

NJCPA/Asbury Park Press Tax Assistance Help Line

Jersey Shore Animal Foundation

Media

“The Huge Tax Break Retirees Might Not Know About.” Barron’s June 25, 2019.

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