James K. Ferrara
A tax partner at Anchin as well as a member of the Firm’s Private Client Group and Food & Beverage Industry Group, James has more than 20 years of experience in providing tax and consulting services for privately held corporations, partnerships and LLCs across a variety of industries. He serves many closely held companies and individuals in the food & beverage industry, including restaurants, supermarkets, manufacturers, and wholesale/distributors. James develops appropriate tax-planning strategies to guide his clients through each phase of their business’ lifecycle.
James is also involved with planning and advising services for high-net worth individuals and families. His expertise lies in providing clients with a wide range of specialized consulting services including designing and implementing effective tax strategies into their financial and business plans.
James is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He is also deeply involved in the mentorship of junior Anchin staff members, which promotes and ensures consistently high-quality work from the Firm.
- Private Client
- Tax Planning and Compliance
- Food and Beverage
- Qualified Small Business Stock: A Gem for Investors and a Marketing Tool for EntrepreneursDecember 28, 2016
In this day and age, investors (Venture Capitalists, Private Equity, and Angel Investors) are concerned about maximizing their internal rate of return (IRR). Maximization of this important metric cannot be accomplished without minimizing the potential tax leakage of an investment. One feasible planning tool that can be used to achieve this goal is Internal Revenue Code (IRC) §1202.