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James A.J. Revels, CPA, MST

Partner

James A.J. Revels is a tax partner with more than 20 years of experience providing comprehensive, customized, and innovative planning, accounting, auditing, administration, trust, estate, and income tax services. He advises a broad range of clients, including early stage corporations, bio-tech companies, not-for-profit organizations, high net worth individuals, executives, entrepreneurs, and owners of closely held entities.
 
Earlier in his career, Jim was a partner at a local firm and a senior manager at a Big Four firm.
 
Jim specializes in designing and implementing tax-advantaged estate and financial strategies. As the co-chair of the firm’s Trusts and Estate group, he has deep experience providing clients with strategic planning, advice, and government compliance services for all types of trust structures.
 
As a consultant, Jim advises businesses across all industries in areas such as Internal Revenue Service (IRS) matter resolution, applications for exempt status, tax research for reporting, mergers and acquisitions, debt restructuring, and business reorganization. He also provides expert witness opinions and testimony for law firms, as well as represents clients before the IRS and state agencies.
 
In addition, Jim is the Director of Corporate Programs for Citrin Cooperman Wealth Management.
 
Presentations and Publications
Jim regularly writes and contributes to articles on topics such as estate planning, money management, and taxation. His articles have appeared in the Insurance Coverage Law Report, the New York Law Journal, MedCITY News, and State Tax Notes, among other publications. He is frequently engaged to speak on a broad range of subjects, including financial planning, tax changes, and client-advisor relationship management. He has also participated in “Ask the Tax Professional,” a call-in radio show on the KYW News Radio network. In addition, he teaches continuing education courses for the firm and for Citrin Cooperman University.
 
Affiliations
Jim is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the Philadelphia Estate Planning Council (PEPC). He actively supports Exceptional Care for Children (ECC), a pediatric, skilled nursing facility in Delaware, and serves on its Board of Directors and as Chairman of its Audit Committee. Jim was recently named as one of the 2014 Top 10 Public Accounting Professionals in Pennsylvania by the National Academy of Public Accounting Professionals.
 
Education & Licenses
Jim earned his B.S. in Accounting, Business, and Marketing from Delaware State University. He obtained his M.S. in Taxation from Villanova University. He is a Certified Public Accountant in the State of Pennsylvania.

Featured In

Mar 21, 2017

Paying Off Student Loans more

Feb 21, 2017

Recalculating Transfer Tax Treatment of Prior Gifts to Same-Sex Spouses more

Feb 17, 2017

Legal, Tax, and Financial Issues for Helping Parents from the CPA Journal more

Feb 02, 2017

Identity Theft; Tax and Financial Consideration more

Jan 12, 2017

Heard at Heckerling- Day 3 more

Jan 11, 2017

Heard at Heckerling- Day 2 more

Jan 10, 2017

Heard at Heckerling more

Apr 01, 2016

Getting Married: A Tax Perspective more

Jan 22, 2016

Estate Planning: Not Your Typical New Year's Resolution more

Aug 27, 2015

Millennials and Traditional Approach to Financial Management more

Aug 25, 2015

IRS and U.S. Treasury are at it again! Rules are changing for gift and estate planning tools more

Jun 12, 2015

Partner Jim Revels is quoted in an article in The Street entitled “Why Charitable Donations Are Great for Your Retirement and Estate Planning” more

Mar 02, 2015

Gifting and the Risk of Failing to Adequately Disclose more

Dec 16, 2014

Planning for Your Future – Tips for Millennials and Baby Boomers more

Dec 01, 2014

Partner James Revels has been selected by the National Academy of Public Accounting Professionals as one of the Top 10 in Pennsylvania for 2014. more

Jan 24, 2014

Understanding the Benefits and Risks of Captive Insurance Companies for Small and Mid-Size Businesses more

Sep 16, 2013

Take a Holistic Approach to Estate Planning more

Sep 16, 2013

Take a Holistic Approach to Estate Planning more

Sep 16, 2013

Take a Holistic Approach to Estate Planning more

Sep 16, 2013

Take a Holistic Approach to Estate Planning more

May 10, 2012

Partner James Revels Speaks to Physicians and Health Care Workers about Financial Health more

Apr 19, 2011

Revels Elected Chairman of Exceptional Care for Children Audit Committee more

Oct 07, 2010

Partner Jim Revels Speaks On Pending Tax Code Changes on "Cucina Chatter" Radio Show more


Events

May 24, 2016

Jim Revels to Speak at the 2016 AICPA Conference on Tax Strategies for the High-Income Individual more

Oct 27, 2014

Jim Revels is speaking at a seminar titled "Creative Planning around the 3.8% Surtax on Unearned Income for Individuals, Trust and Estates" more