Overview

With more than 25 years of experience in business law, Jim is dedicated to seeking the best outcomes for his clients. His legal practice centers on corporate finance, commercial transactions, mergers and acquisitions and tax collection cases with the IRS.

Jim counsels closely-held businesses in the negotiation and preparation of merger agreements; asset purchase agreements and stock purchase agreements; establishment of joint ventures; and preparation of investment, asset purchase, stock purchase and buy-sell agreements.

Jim has helped corporate clients address a wide range of business-related issues including employment-related documentation, lending documentation, leases, noncompetition and non-solicitation agreements, license agreements, security agreements, and other contract-related documentation.

He also advises emerging businesses on entity formation (corporations, limited liability companies and partnerships).

Practices

    • Represented a real estate developer in a multi-million dollar financing for real estate.
    • Represented a taxpayer in an Offer in Compromise with the IRS which settled a $500,000 tax debt for $92,000.
    • Represented the buyer in a $750,000 asset purchase of a franchised business.
    • Represented a borrower in a muilti-million dollar debt refinancing.
    • Represented the buyer in a several hundred-dollar asset purchase of a physician’s medical practice.
    • Represented a taxpayer in an employment tax dispute with the IRS which resolved a $400,000 “responsible person” tax assessment for $0.
    • Represented the minority-ownership shareholders of an architectural and engineering company in a $10 million stock purchase from the company’s majority-ownership shareholders.
    • Represented purchaser in a $21 million acquisition of the equity of a multi-company business based in Baltimore, Maryland.
    • Represented a taxpayer in obtaining “innocent spouse” status and the related Ohio income tax reduction, with the Ohio Attorney General’s office.
    • Represented a seller of a $2 million medical supplies business to a national supplier based in California.
  • Education

    • Indiana University, J.D., cum laude, 1988
    • Case Western Reserve University, LL.M., Taxation, 1998
    • Indiana University, M.B.A., cum laude, 1988
    • Wittenberg University B.A., cum laude, 1982

    Admissions

    • State of Ohio
    • State of Indiana
    • U.S. Tax Court
  • Professional Affiliations

    • Ohio State Bar Association—Member (1993-Present)
    • Cleveland Metropolitan Bar Association—Member (1993-Present)
    • American Bar Association—Member (2006-Present)
    • American Institute of CPA’s—Member (1991-Present)

    Community Involvement

    • Leukemia & Lymphoma Society—Member (2008-2013)
    • Hospice of the Western Reserve—Member (2016-Present)
    • Named to The Best Lawyers in America in the area of Business Organizations (including LLCs and Partnerships) (2019-2020)
    • Named to the Ohio Super Lawyers list (2000-2012)
    • AV Preeminent Peer Review Rated—Martindale-Hubbell
    • "Tools to Resolve Tax Collection Cases with the IRS," Ohio Society of CPA's, Akron, OH (September 2019) 
    • "Acquisitions and Business Growth," Association of Corporate Counsel, Cleveland, OH (August 2019) 
    • “Tools For Resolving Tax Collection Cases with the IRS,” The Ohio Society of CPAs Mega Tax Conference, Northwest, OH (December 2018)
    • “Tools For Resolving Tax Collection Cases with the IRS,” The Ohio Society of CPAs Mega Tax Conference, Akron, OH (September 2018)
    • “Tools For Resolving Tax Collection Cases with the IRS,” The Ohio Society of CPAs Mega Tax Conference, Dayton, OH (November 2014)
    • “Tools For Resolving Tax Collection Cases with the IRS,” The Ohio Society of CPAs Mega Tax Conference, Northeast, OH (December 2012)