James Katz, CPA/ABV, MBT, CVA
Shareholder // Tax
James works with clients to determine a plan to reach their goals. He learns where client’s practices are either on or off track and provides guidance to regain lost footing. James specializes in professional practices including the dental, medical, veterinary, law and engineering industries. He works on tax and financial compliance and provides income tax planning. In addition, James works with current and potential practice owners to advice on valuation for buy-in or buy-out transitions and provides litigation support.
James received his bachelor’s degree in accounting and master’s in business taxation from the University of Minnesota. He is accredited in business valuation and is a certified valuation analyst. James is the treasurer of the Minnesota chapter of the National Association of Certified Valuators and Analysts and is involved in supporting the Randy Shaver Cancer Research and Community Fund.