Member Spotlight – James T. Elliott, Jr.
As a tax lawyer and CPA, James T. Elliott practices income tax and estate tax law, representing business owners, corporate executives, and wealthy individuals and their families. Jim’s practice focuses on succession planning, effective use of insurance in estate planning, income tax and gift tax planning, and litigation support.
James T. Elliott began working as a tax professional in 1981, after earning his MBA from the University of Chicago with concentrations in Accounting and Finance.
As a CPA and tax strategist, Jim worked at Price Waterhouse, then PricewaterhouseCoopers, LLP for 20 years (10 as a Tax Partner). He then worked for Merrill Lynch for 8 years as a Tax Strategist and Director of Executive Tax Services.
In 2008, Jim became a Tax Partner at Stern & Kilcullen, LLC. In 2010, he moved to Mandelbaum Salsburg, PC, where he is still Of Counsel. Founded in 2013, the Law Office of James T. Elliott, LLC focuses on income tax and estate tax law.
For more than 35 years, James T. Elliott has worked as a tax professional and wealth strategist, providing guidance and representation for dozens of high-net-worth individuals and their families. He has helped clients with estate planning, succession planning, and matters related to the effective use of insurance.Professional Memberships: New York State Bar Association, New York City Bar Association, American Institute of CPAs, American Bar Association, NJ Society of Certified Public Accountants, American Academy of Attorney-CPAs.
James may be reached at firstname.lastname@example.org or (908) 963-3017.