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Hamilton, Bermuda
James has over 25 years of experience in the financial services marketplace working with global asset managers, including hedge funds and private equity funds. James has also worked extensively with insurance-linked securities funds and captive and commercial insurers and re-insurers.
James advises clients about the implementation of Bermuda Corporate Income Tax (CIT), US tax reporting, cross-border tax transactions, group structuring, and inbound and outbound corporate and partnership tax issues. He also advises clients on the Foreign Account Tax Compliance Act and Common Reporting Standard reporting and economic substance matters in Bermuda, the British Virgin Islands and the Cayman Islands.
James has a BS in Accounting and a MBA in Tax from Colorado State University. He is a Colorado certified public accountant.
How James is building a better working world
James is proud to give back to the community of Bermuda and use his professional skills for the benefit of the greater good. The time, knowledge and experience he contributes as a board member for a nonprofit organization helps fuel efforts to enhance the quality of life for people with complex support needs.