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KIMBERLY L. JAMES CPA

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[email protected]
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Kim has more than 25 years of experience in public accounting. She possesses extensive experience with audit, review, compilation and tax engagements. Kim has spent her career serving a diverse group of industries, including not-for-profits, retail, distribution and manufacturing. She also has experience working with public companies. Her experience as an auditor has allowed her to gain valuable knowledge that helps her advise and add value to her clients.

Kim is an active volunteer in the community. She currently serves as a finance committee member and a member of the board of Bridgeway Academy and previously served as a member of the Economic Council for the Dominican Sisters of Peace and the treasurer of the Board of Star House. In addition, Kim is an active member of the Schneider Downs Focus on Women and the P.O.W.E.R. Committee, the Not-for-Profit Industry Group and the SEC Small Business Group.

Education

B.S.B.A – Accounting, Xavier University

Professional and Community Involvement

Member—The American Institute of Certified Public Accountants

Member—The Ohio Society of Certified Public Accountants

Member—Schneider Downs Focus on Women and P.O.W.E.R. Committee

Member—Schneider Downs Not-for-Profit, Manufacturing and SEC Small Business Industry Groups

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What was the best advice you’ve ever received?
In a business content, but I believe it holds true in all areas of life – The 5 P’s: Proper Planning Prevents Poor Performance.

What was your childhood dream?
I wanted to be a nurse.

If you could go back in time, what advice would you give your college self?
See advice to young professionals below.

What is the best or most interesting thing about your career?
No two days are ever the same.

What was your first job?
Bussing tables.

Do you have a “motto”? (spoken or unspoken)
Stolen from Yoda – “Do or do not, there is no try.” 

When you have an hour of free time, what do you like to do?
Read.

Do you have advice for young professionals?
Do not hide from things that make you uncomfortable.

Our Thoughts On

FEATURED

Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
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