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Jim leads the Firm’s State and Local Tax Services and has over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, Streamlined Sales Tax Agreement, and sales/use/excise tax compliance services.
He assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications and manufacturing. Leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials.
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Year-End State and Local Tax Planning
Now that the dust has started to settle on post-Wayfair sales tax nexus requirements, states are switching their sales tax efforts to finding ways to expand the sales tax base. […]

Governor Murphy Announces a New Grant Program To Support Manufacturers
Governor Murphy announced the development of a pilot program to give New Jersey manufacturers grants to purchase equipment necessary to improve their business operations on October 17, 2022. The New […]

On-Demand Webinar: Top State and Local Tax Challenges for the Healthcare Industry
As states are looking to meet budget deficits, they have become more aggressive at enforcing tax laws. Join us as James Bartek, Jason Rosenberg and Bonnie Susmano from Withum’s State […]