James Toto, a Partner in the Tax Department at Berdon LLP, has more than 25 years of experience advising high net worth individuals and families on tax planning and compliance matters. Over this period, Jim has worked closely with entrepreneurs, corporate executives, closely held businesses, and multinational organizations.
He advises clients in areas that include:
- Estate and retirement planning
- After-tax cash flow analysis
- Stock option strategies
- Preserving corporate and personal net worth
- Tax-effective programs for transferring wealth
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES
American Institute of Certified Public Accountants
Jersey Shore Animal Foundation, Volunteer
New Jersey Society of Certified Public Accountants (NJCPA)
NJCPA/Asbury Park Press Tax Assistance Helpline, Volunteer
His article “The Huge Tax Break Retirees Might Not Know About” appeared in Barron’s.
EDUCATION AND LICENSES
Jim graduated from Syracuse University’s Martin J. Whitman School of Management with a Bachelor of Science degree in Accounting. He is licensed as a certified public accountant in New Jersey.