Jim founded James Erickson & Co. P.S. CPA firm in 1973. He is currently the managing partner and high net worth client services partner. His individual client services focus on tax impact, estate, trust, financial planning, retirement and cash flow planning, building personal net worth, and asset protection strategy. He also works frequently on structuring and negotiating the purchase or sale of closely held businesses. Jim also consults on business entities, deal structure, and profitability improvement. Jim is also an owner in Century Capital, LLC, a registered investment advisor firm founded in 1998 providing asset allocation management for a fee for client portfolios of $500,000 and higher. |