James O'Brien

Managing Director

James O’Brien has over twelve years of experience with Andersen Tax in providing tax consulting and compliance services to high net worth individuals and families. His primary focus is on the income, fiduciary, estate, charitable giving and wealth transfer tax areas.

James’s specific areas of experience include income, charitable, and gift tax planning for executives in the private equity, hedge fund, consulting, banking, and media industries. His work includes representing clients before IRS and various state authorities. James’s primary focus is in the individual and fiduciary income compliance area, however he does have significant experience with FLP and foundation compliance, including the yearly compliance responsibility for one of the largest Private Foundations in the world. James works with multiple families to help them to achieve significant multi-generational wealth transfer utilizing a myriad of gift and estate planning strategies. James also works with his clients to help them reach their philanthropic goals through tax effective charitable gift planning.