James O'Brien

James O'Brien has over 20 years of experience at Andersen, 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 on individual and fiduciary income compliance; however, he also has 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 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.